Filed December 5, 2014 (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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Float... | $58,850 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
MID ATLANTIC CAPITAL CORPORATION9+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,485 | $50,169+80.4% | $149,740-39.6% | $80,187+12.8% |
| Participation rate | 68.7% | 64.3%+4.5pp | 78.8%-10.1pp | 72.9%-4.2pp |
| Annual return | 16.30% | 29.82%-13.5pp | 134.51%-118.2pp | 40.40%-24.1pp |
| Employer contribution / active EE | $2,235 | $1,869+19.5% | $4,821-53.6% | $2,980-25.0% |
| Participant deferral / active EE | $3,238 | $3,194+1.4% | $5,683-43.0% | $5,016-35.5% |
| Admin fee / account holder | $27 | $153-82.0% | $13,222-99.8% | $145-81.1% |