Filed July 6, 2004
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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $150,273 |
CAMMACK LARHETTE ADVISORS2 years Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 16 · EIN 94-1737782 | Consulting | $67,980 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,098 | $62,928-12.4% | $172,739-68.1% | $67,579-18.5% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 21.29% | 30.36%-9.1pp | 802.84%-781.5pp | 378.56%-357.3pp |
| Employer contribution / active EE | $2,787 | $1,636+70.4% | $5,143-45.8% | $2,148+29.8% |
| Participant deferral / active EE | $3,764 | $2,145+75.5% | $5,198-27.6% | $3,539+6.4% |
| Admin fee / account holder | $230 | $167+38.0% | $13,954-98.4% | $142+61.6% |