Filed August 9, 2011
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 | Claims processing; Direct payment fro... | $99,831 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,515 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERIVCES7 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 | Securities brokerage commissions and ... | $0 |
TIAA9+ years Service code 49 · EIN 13-1624203 | Other Services | $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 | $87,131 | $52,188+67.0% | $86,656+0.5% | $74,473+17.0% |
| Participation rate | 96.2% | 66.3%+29.8pp | 71.7%+24.5pp | 70.7%+25.4pp |
| Annual return | 21.71% | 44.46%-22.8pp | 593.09%-571.4pp | 34.36%-12.7pp |
| Employer contribution / active EE | $5,456 | $2,282+139.1% | $3,025+80.3% | $2,638+106.8% |
| Participant deferral / active EE | $6,420 | $3,383+89.8% | $4,439+44.6% | $4,530+41.7% |
| Admin fee / account holder | $75 | $319-76.5% | $5,619-98.7% | $347-78.4% |