Filed June 14, 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 |
|---|---|---|
Filed as: RAYMOND JAMES Service code 16 · EIN 59-1237041 | Consulting | $32,000 |
WISS & COMPANY, LLP3+ years Filed as: WISS ACCOUNTS CONSUL Service code 10 · EIN 22-1732349 | Accounting | $23,500 |
EISAI INC1 year Service code 16 · EIN 22-3166046 | Consulting | $13,371 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$366,700 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $203,062 | $90,410+124.6% | $91,001+123.1% | $77,958+160.5% |
| Participation rate | 96.3% | 86.4%+9.9pp | 75.6%+20.7pp | 71.6%+24.7pp |
| Annual return | 18.27% | 21.34%-3.1pp | 4.60%+13.7pp | 20.87%-2.6pp |
| Employer contribution / active EE | $12,982 | $3,392+282.8% | $2,456+428.7% | $2,310+461.9% |
| Participant deferral / active EE | $13,521 | $4,816+180.8% | $3,547+281.1% | $3,537+282.3% |
| Admin fee / account holder | -$114 | $79-244.1% | $5,417-102.1% | $97-216.8% |