Filed February 24, 2006 (most recent of 3 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 | Distribution (12b-1) fees; Float reve... | $529,525 |
AON CONSULTING3 years Filed as: AON HEWIT INVESTMENT CONSULTING, IN Service code 27 · EIN 36-2235791 | Advisory (Plan) | $57,633 |
WARREN AVERETT, LLC2 years Filed as: WARREN AVERETT CPAS AND ADVISORS Service code 10 · EIN 45-4084437 | Accounting | $16,500 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 | Securities brokerage commissions and ... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,470 | $44,794-5.2% | $90,281-53.0% | $77,787-45.4% |
| Participation rate | 98.7% | 66.6%+32.1pp | 73.3%+25.4pp | 73.2%+25.5pp |
| Annual return | 24.03% | 28.23%-4.2pp | 78.10%-54.1pp | 32.57%-8.5pp |
| Employer contribution / active EE | $2,731 | $1,809+51.0% | $2,854-4.3% | $2,504+9.1% |
| Participant deferral / active EE | $4,971 | $2,642+88.1% | $3,885+27.9% | $3,967+25.3% |
| Admin fee / account holder | $80 | $94-15.0% | $5,351-98.5% | $100-19.8% |