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.
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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL INVESTMENTS, LLC Service code 33 · EIN 32-0070947 | Securities brokerage; Securities brok... | $15,404 |
VALUE WEALTH MANAGEMENT LLC2 years Filed as: VALUE WEALTH MANAGEMENT, LLC Service code 33 · EIN 20-8152542 | Securities brokerage commissions and ... | $11,454 |
Filed as: JOSEPH P LUCIA & ASSOCIATES, LLC Service code 33 · EIN 26-2909413 | Securities brokerage commissions and ... | $8,245 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $7,607 |
Service code 33 · EIN 95-4806910 | Securities brokerage; Securities brok... | $6,233 |
KONDRACKI ADVISORY LLC2 years Filed as: KONDRACKI ADVISORY, LLC Service code 33 · EIN 46-1169472 | Securities brokerage; Securities brok... | $5,395 |
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 | $171,203 | $129,756+31.9% | $170,057+0.7% | $103,590+65.3% |
| Participation rate | 96.3% | 91.3%+5.0pp | 87.0%+9.3pp | 73.3%+23.0pp |
| Annual return | 18.49% | 20.17%-1.7pp | 53.42%-34.9pp | 33.13%-14.6pp |
| Employer contribution / active EE | $3,879 | $5,236-25.9% | $6,790-42.9% | $3,213+20.7% |
| Participant deferral / active EE | $9,256 | $8,283+11.7% | $10,411-11.1% | $5,214+77.5% |
| Admin fee / account holder | $1 | $73-98.5% | $12,826-100.0% | $114-99.0% |