Filed June 1, 2009 (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.
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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3+ years Filed as: MMC SECURITIES Service code 50 P.O. BOX 28405 · NEW YORK, NY 10087 | Direct Payment | $30,000 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $12,000 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $10,000 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,886 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Shareholder servicing fees; Securitie... | $0 |
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 | $202,646 | $89,739+125.8% | $149,721+35.3% | $62,293+225.3% |
| Participation rate | 97.9% | 85.1%+12.8pp | 87.1%+10.8pp | 69.5%+28.4pp |
| Annual return | 18.98% | 21.01%-2.0pp | 1501.67%-1482.7pp | 28.90%-9.9pp |
| Employer contribution / active EE | $10,792 | $3,233+233.8% | $5,444+98.2% | $2,042+428.4% |
| Participant deferral / active EE | $11,150 | $4,797+132.4% | $6,568+69.8% | $3,169+251.8% |
| Admin fee / account holder | $243 | $551-55.9% | $11,282-97.8% | $479-49.3% |