Filed July 19, 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,708 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISOR INC Service code 27 · EIN 47-0648506 | Advisory (Plan) | $40,000 |
MONETA GROUP LLC8+ years Filed as: MONETA GROUP Service code 16 · EIN 20-1903821 | Consulting | $15,000 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,071 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $5,000 |
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 | $181,106 | $89,123+103.2% | $102,460+76.8% | $77,762+132.9% |
| Participation rate | 97.7% | 80.9%+16.8pp | 76.5%+21.2pp | 70.6%+27.1pp |
| Annual return | 11.97% | 25.05%-13.1pp | 29.47%-17.5pp | 31.27%-19.3pp |
| Employer contribution / active EE | $1,814 | $2,700-32.8% | $3,025-40.0% | $2,728-33.5% |
| Participant deferral / active EE | $5,973 | $5,148+16.0% | $5,056+18.1% | $4,651+28.4% |
| Admin fee / account holder | $223 | $236-5.2% | $9,460-97.6% | $433-48.4% |