Filed January 25, 2002
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 15 304 SAUNDERS ROAD · ROVERWOODS, IL 60015 | Recordkeeping | $27,709 |
Filed as: INDEPENDENT FINANCIAL GROUP Service code 26 12636 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Advisory (Participants) | $19,414 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities); Tr... | $6,076 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,524 | $63,314-9.1% | $91,004-36.8% | $62,293-7.7% |
| Participation rate | 93.7% | 73.3%+20.3pp | 75.6%+18.0pp | 69.5%+24.1pp |
| Annual return | 11.80% | 21.00%-9.2pp | 4.60%+7.2pp | 28.90%-17.1pp |
| Employer contribution / active EE | $1,385 | $1,807-23.4% | $2,456-43.6% | $2,042-32.2% |
| Participant deferral / active EE | $2,721 | $2,944-7.6% | $3,548-23.3% | $3,169-14.1% |
| Admin fee / account holder | $215 | $468-54.1% | $5,417-96.0% | $479-55.2% |