Filed July 6, 2007 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
BEACON CAPITAL, LLC1 year Service code 33 · EIN 81-4841158 | Securities brokerage commissions and ... | $14,738 |
CHECK CAPITAL MANAGEMENT INC5 years Service code 33 · EIN 93-1019439 | Securities brokerage commissions and ... | $13,725 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $11,411 |
Service code 33 · EIN 26-2909413 | Securities brokerage commissions and ... | $9,327 |
Service code 33 · EIN 95-4806910 | Securities brokerage; Securities brok... | $7,773 |
BRINKER CAPITAL4 years Filed as: BRINKER CAPITAL INVESTMENTS LLC Service code 33 · EIN 32-0070947 | Securities brokerage; Securities brok... | $6,891 |
VALUE WEALTH MANAGEMENT LLC7 years Service code 33 · EIN 20-8152542 | Securities brokerage; Securities brok... | $6,061 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,577 | $145,513+34.4% | $184,256+6.1% | $99,313+96.9% |
| Participation rate | 97.1% | 90.3%+6.8pp | 86.8%+10.3pp | 71.7%+25.4pp |
| Annual return | 16.10% | 21.25%-5.2pp | 28.85%-12.7pp | 17.67%-1.6pp |
| Employer contribution / active EE | $4,218 | $5,354-21.2% | $6,427-34.4% | $3,264+29.2% |
| Participant deferral / active EE | $10,022 | $8,423+19.0% | $9,133+9.7% | $5,346+87.5% |
| Admin fee / account holder | $1 | $78-99.0% | $13,899-100.0% | $109-99.3% |