Filed February 25, 2010
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Account maintenance fe... | $338,723 |
AON CONSULTING6 years Filed as: AON HEWITT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $33,096 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $28,938 |
CAPITAL MGMT SERVICES INC2 years Filed as: CAPITAL MGMT SERVICES, INC. Service code 27 · EIN 43-1410129 | Advisory (Plan) | $11,849 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $4,075 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,172 | $120,450+8.9% | $159,495-17.8% | $93,010+41.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 82.8%+17.2pp | 73.9%+26.1pp |
| Annual return | 14.67% | 27.11%-12.4pp | 263.72%-249.1pp | 158.70%-144.0pp |
| Employer contribution / active EE | $2,651 | $3,526-24.8% | $4,831-45.1% | $2,705-2.0% |
| Participant deferral / active EE | $9,970 | $7,283+36.9% | $7,354+35.6% | $4,561+118.6% |
| Admin fee / account holder | $109 | $137-20.2% | $10,804-99.0% | $152-28.1% |