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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Finders' ... | $463,959 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $46,978 |
CAMMACK LARHETTE ADVISORS3 years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $40,000 |
BLUM SHAPIRO7+ years Service code 10 · EIN 06-1009205 | Accounting | $16,900 |
MID ATLANTIC CAPITAL CORPORATION7+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,940 | $69,238+8.2% | $185,854-59.7% | $101,555-26.2% |
| Participation rate | 93.1% | 73.5%+19.6pp | 81.7%+11.4pp | 74.5%+18.6pp |
| Annual return | 15.04% | 21.26%-6.2pp | 122.12%-107.1pp | 21.00%-6.0pp |
| Employer contribution / active EE | $3,206 | $2,104+52.4% | $5,169-38.0% | $2,972+7.9% |
| Participant deferral / active EE | $5,363 | $3,764+42.5% | $5,569-3.7% | $4,874+10.0% |
| Admin fee / account holder | $67 | $66+1.6% | $16,246-99.6% | $139-51.7% |