Filed November 9, 2005 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $775,635 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $608,604 |
GLOBAL RETIREMENT PARTNERS LLC7+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $57,835 |
CARLSMITH BALL LLP7+ years Service code 16 · EIN 99-0035220 | Consulting | $51,189 |
KKDLY LLC5 years Service code 16 · EIN 99-0292355 | Consulting | $8,901 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,770 | $69,238+123.5% | $185,854-16.7% | $101,555+52.4% |
| Participation rate | 96.7% | 73.5%+23.2pp | 81.7%+15.0pp | 74.5%+22.1pp |
| Annual return | 15.23% | 21.26%-6.0pp | 122.12%-106.9pp | 21.00%-5.8pp |
| Employer contribution / active EE | $4,729 | $2,104+124.7% | $5,169-8.5% | $2,972+59.1% |
| Participant deferral / active EE | $7,997 | $3,764+112.5% | $5,569+43.6% | $4,874+64.1% |
| Admin fee / account holder | $151 | $66+127.9% | $16,246-99.1% | $139+8.4% |