Filed September 3, 2013 (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 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $10,821 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES W CAMMACK ASSOCIATES INC Service code 16 2 RECTOR ST 23RD FL · NEW YORK, NY 10006 | Consulting | $1,950 |
ADAMS ADDRESSING ASSOCIATES3+ years Service code 99 39 FARINELLA DR · EAST HANOVER, NJ 07936 | Other Fees | $856 |
MSI FINANCIAL SERVICES INC.2 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $225 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $214 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,012 | $55,453-58.5% | $170,435-86.5% | $62,293-63.1% |
| Participation rate | 85.9% | 66.4%+19.6pp | 83.6%+2.3pp | 69.5%+16.4pp |
| Annual return | 14.17% | 21.38%-7.2pp | 205.94%-191.8pp | 28.90%-14.7pp |
| Employer contribution / active EE | $911 | $2,164-57.9% | $5,432-83.2% | $2,042-55.4% |
| Participant deferral / active EE | $2,052 | $2,303-10.9% | $4,939-58.5% | $3,169-35.2% |
| Admin fee / account holder | $67 | $455-85.3% | $13,881-99.5% | $479-86.1% |