Filed February 20, 2007 (most recent of 5 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.
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Float rev... | $390,394 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $50,702 |
BLUM SHAPIRO3+ years Service code 10 · EIN 06-1009205 | Accounting | $15,850 |
CAMMACK LARHETTE ADVISORS3+ years Filed as: CAMMACK LARHETTE Service code 27 · EIN 20-4668732 | Advisory (Plan) | $1,828 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,630 | $48,835+26.2% | $170,435-63.8% | $177,276-65.2% |
| Participation rate | 88.6% | 72.1%+16.5pp | 83.6%+5.0pp | 74.8%+13.8pp |
| Annual return | 17.32% | 19.44%-2.1pp | 205.94%-188.6pp | 21.25%-3.9pp |
| Employer contribution / active EE | $3,553 | $1,798+97.6% | $5,432-34.6% | $2,479+43.3% |
| Participant deferral / active EE | $4,480 | $2,757+62.5% | $4,939-9.3% | $3,881+15.4% |
| Admin fee / account holder | $80 | $52+53.0% | $13,881-99.4% | $154-48.4% |