Filed February 11, 2006
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 |
|---|---|---|
DA DAVIDSON & CO6 years Filed as: D.A. DAVIDSON & CO. Service code 26 10250 REGENCY CIRCLE · OMAHA, NE 68114 | Advisory (Participants) | $15,000 |
Service code 12 · EIN 84-1477138 | Direct payment from the plan; Recordk... | $12,361 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $1,350 |
NEWPORT GROUP, INC.6 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Custodial (other than securities); In... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,899 | $130,294-11.0% | $170,043-31.8% | $71,511+62.1% |
| Participation rate | 83.1% | 86.2%-3.1pp | 87.0%-3.9pp | 67.9%+15.1pp |
| Annual return | 19.84% | 20.36%-0.5pp | 53.40%-33.6pp | 28.86%-9.0pp |
| Employer contribution / active EE | $4,237 | $4,385-3.4% | $6,790-37.6% | $2,589+63.6% |
| Participant deferral / active EE | $6,746 | $6,928-2.6% | $10,410-35.2% | $4,291+57.2% |
| Admin fee / account holder | $193 | $966-80.1% | $12,824-98.5% | $1,588-87.9% |