Filed October 23, 2000
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC4+ years Filed as: MMC SECURITIES CORP Service code 16 · EIN 04-2848081 | Consulting | $68,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,968 |
Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $18,000 |
Filed as: FIDELITY INVESTMENTS INST OP CO INC Service code 37 · EIN 04-2647786 | Loan Processing | -$48,556 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $271,447 | $101,523+167.4% | $141,200+92.2% | $77,775+249.0% |
| Participation rate | 96.6% | 77.4%+19.2pp | 82.5%+14.1pp | 73.2%+23.4pp |
| Annual return | 6.08% | 56.22%-50.1pp | 71.41%-65.3pp | 32.58%-26.5pp |
| Employer contribution / active EE | $11,046 | $3,341+230.6% | $4,736+133.2% | $2,504+341.2% |
| Participant deferral / active EE | $12,517 | $6,434+94.5% | $6,710+86.5% | $3,966+215.6% |
| Admin fee / account holder | $153 | $92+67.4% | $10,265-98.5% | $100+53.1% |