Filed September 24, 2007
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 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $56,629 |
LPL FINANCIAL3+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $32,331 |
MSI FINANCIAL SERVICES INC.2 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $1,399 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $806 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $115 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,068 | $46,173+23.6% | $170,435-66.5% | $69,631-18.0% |
| Participation rate | 84.7% | 63.9%+20.8pp | 83.6%+1.1pp | 70.7%+14.0pp |
| Annual return | 16.22% | 21.62%-5.4pp | 205.94%-189.7pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $1,439 | $1,610-10.6% | $5,432-73.5% | $2,032-29.2% |
| Participant deferral / active EE | $2,828 | $2,080+36.0% | $4,939-42.7% | $3,224-12.3% |
| Admin fee / account holder | $145 | $116+24.9% | $13,881-99.0% | $110+31.2% |