Filed January 5, 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.
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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP2 years Filed as: RMS US WEALTH MANAGEMENT LLC Service code 22 · EIN 41-1944416 | Insurance Broker | $35,278 |
COZAD ASSET MANAGEMENT2 years Filed as: COZAD ASSET MANAGEMENT INC. Service code 22 · EIN 37-0958133 | Insurance Broker | $33,398 |
RUEDI WEALTH MGMT INC2 years Service code 22 · EIN 47-1794932 | Insurance Broker | $6,917 |
Filed as: MACROVIEW INVESTMENT Service code 22 · EIN 26-4133685 | Insurance Broker | $6,144 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $4,548 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $25 |
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 | $73,961 | $68,062+8.7% | $185,854-60.2% | $106,520-30.6% |
| Participation rate | 97.7% | 75.2%+22.5pp | 81.7%+16.0pp | 71.3%+26.4pp |
| Annual return | 15.68% | 18.20%-2.5pp | 122.12%-106.4pp | 19.28%-3.6pp |
| Employer contribution / active EE | $4,177 | $1,997+109.2% | $5,169-19.2% | $2,840+47.1% |
| Participant deferral / active EE | $5,170 | $3,990+29.6% | $5,569-7.2% | $4,948+4.5% |
| Admin fee / account holder | $61 | $53+15.7% | $16,246-99.6% | $75-18.1% |