Filed January 5, 2009 (most recent of 3 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 |
|---|---|---|
401(K) ADVISORS INC1+ years Service code 28 · EIN 33-0905143 | Investment Management | $36,000 |
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT Service code 28 · EIN 33-0905143 | Investment Management | $36,000 |
PAIK, DAVID J1+ years Service code 29 · EIN 46-2465521 | Legal | $34,641 |
WRIGHT FORD YOUNG & CO1+ years Filed as: WRIGHT FORD YOUNG & CO CERTIFIED PU Service code 10 · EIN 95-3288054 | Accounting | $5,000 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,208 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $2 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $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 | $109,791 | $72,770+50.9% | $67,652+62.3% | $55,191+98.9% |
| Participation rate | 79.2% | 78.8%+0.4pp | 75.7%+3.5pp | 69.2%+10.0pp |
| Annual return | 0.60% | -3.26%+3.9pp | 6625.40%-6624.8pp | 10.78%-10.2pp |
| Employer contribution / active EE | $3,353 | $1,769+89.5% | $2,266+48.0% | $1,899+76.6% |
| Participant deferral / active EE | $6,287 | $3,408+84.5% | $3,560+76.6% | $3,046+106.4% |
| Admin fee / account holder | $109 | $79+37.8% | $4,821-97.7% | $91+19.6% |