Filed October 18, 2004
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 |
|---|---|---|
KOVACK SECURITIES INC4 years Filed as: KOVACK ADVISORS, INC. Service code 27 6451 N FEDERAL HWY, STE 1201 · FT LAUDERDALE, FL 33308 | Advisory (Plan) | $10,237 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $4,409 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE CO, CO 80111 | Recordkeeping Fees | $2,172 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $645 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,344 | $85,135-17.4% | $98,916-28.9% | $73,412-4.2% |
| Participation rate | 99.4% | 81.1%+18.3pp | 76.0%+23.4pp | 72.2%+27.2pp |
| Annual return | 2.53% | 19.14%-16.6pp | 196.45%-193.9pp | 59.30%-56.8pp |
| Employer contribution / active EE | $3,646 | $2,721+34.0% | $2,689+35.6% | $2,234+63.2% |
| Participant deferral / active EE | $1,613 | $4,349-62.9% | $4,245-62.0% | $3,806-57.6% |
| Admin fee / account holder | $58 | $139-58.1% | $6,642-99.1% | $158-63.1% |