Filed July 12, 2012 (most recent of 2 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 |
|---|---|---|
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.1 year Service code 63 · EIN 36-3976708 | 12b-1 Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $256,943 | $74,024+247.1% | $78,002+229.4% | $57,658+345.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | 7.59% | 12.14%-4.5pp | 425.99%-418.4pp | 5.13%+2.5pp |
| Employer contribution / active EE | $12,832 | $2,365+442.5% | $2,470+419.5% | $1,974+550.1% |
| Participant deferral / active EE | $9,177 | $3,533+159.7% | $3,497+162.4% | $3,061+199.8% |
| Admin fee / account holder | $0 | $93-100.0% | $5,481-100.0% | $95-100.0% |