Filed November 18, 2008 (most recent of 4 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 |
|---|---|---|
AFS ADVISORS, LLC1+ years Filed as: AFS 401K RETIREMENT SERVICES, LLC Service code 27 · EIN 04-2675571 | Advisory (Plan) | $37,250 |
Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $30,105 |
TATE & TRYON1+ years Service code 10 · EIN 52-1855942 | Accounting | $12,835 |
COVINGTON & BURLING LLP1+ years Service code 29 · EIN 53-0188411 | Legal | $7,077 |
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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 | $0 | $82,591-100.0% | $108,235-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.8%-0.8pp |
| Annual return | 0.51% | -0.74%+1.2pp | -1.08%+1.6pp | -0.60%+1.1pp |
| Employer contribution / active EE | $30,303 | $12,555+141.4% | $35,779-15.3% | $12,272+146.9% |
| Participant deferral / active EE | $0 | $508-100.0% | $238-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,449-100.0% | $717-100.0% |