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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 15 · EIN 82-3967259 | Recordkeeping | $197,213 |
COZAD ASSET MANAGEMENT3 years Filed as: COZAD ASSET MANAGEMENT INC. Service code 22 · EIN 37-0958133 | Insurance Broker | $36,187 |
CHOREO LLC1 year Service code 22 · EIN 41-1944416 | Insurance Broker | $35,357 |
RUEDI WEALTH MGMT INC3 years Service code 22 · EIN 47-1794932 | Insurance Broker | $7,088 |
Filed as: MACROVIEW INVESTMENT Service code 22 · EIN 26-4133685 | Insurance Broker | $6,657 |
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 | $74,199 | $83,057-10.7% | $143,801-48.4% | $89,433-17.0% |
| Participation rate | 82.8% | 74.0%+8.8pp | 80.3%+2.5pp | 71.3%+11.6pp |
| Annual return | -16.13% | -13.97%-2.2pp | -0.04%-16.1pp | -11.88%-4.2pp |
| Employer contribution / active EE | $4,343 | $2,095+107.3% | $4,952-12.3% | $3,021+43.8% |
| Participant deferral / active EE | $5,379 | $4,281+25.7% | $5,639-4.6% | $5,125+5.0% |
| Admin fee / account holder | $82 | $83-0.9% | $14,680-99.4% | $79+3.6% |