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 | $762,181 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $571,953 |
GLOBAL RETIREMENT PARTNERS LLC8+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $95,900 |
CARLSMITH BALL LLP8+ years Service code 16 · EIN 99-0035220 | Consulting | $39,390 |
KKDLY LLC6 years Service code 16 · EIN 99-0292355 | Consulting | $23,665 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $122,047 | $52,346+133.2% | $143,801-15.1% | $78,104+56.3% |
| Participation rate | 96.7% | 72.7%+24.0pp | 80.3%+16.4pp | 74.5%+22.2pp |
| Annual return | -17.54% | -14.19%-3.3pp | -0.04%-17.5pp | 10.90%-28.4pp |
| Employer contribution / active EE | $4,892 | $2,131+129.5% | $4,952-1.2% | $3,128+56.4% |
| Participant deferral / active EE | $8,383 | $3,800+120.6% | $5,639+48.7% | $5,089+64.7% |
| Admin fee / account holder | $140 | $63+120.2% | $14,680-99.0% | $79+76.9% |