Filed January 17, 2006
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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 2 CARLSON PARKWAY N SUITE 155 · PLYMOUTH, MN 554474474 | Other Commissions | $7,137 |
TAX SHELTERED COMPENSATION, INC.2+ years Service code 13 · EIN 41-0955056 7300 METRO BLVD, SUITE 450 · EDINA, MN 554392358 | Contract Administrator | $200 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 · EIN 20-3691658 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $100 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,954 | $74,089-16.4% | $133,975-53.8% | $55,167+12.3% |
| Participation rate | 91.2% | 84.3%+6.9pp | 87.1%+4.2pp | 69.0%+22.2pp |
| Annual return | 3.75% | 12.11%-8.4pp | 29.29%-25.5pp | 169.23%-165.5pp |
| Employer contribution / active EE | $1,557 | $3,064-49.2% | $5,211-70.1% | $1,963-20.7% |
| Participant deferral / active EE | $4,032 | $4,678-13.8% | $6,282-35.8% | $3,054+32.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |