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.
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Service code 22 · EIN 94-1737782 | Insurance Broker | $46,181 |
MONETA GROUP LLC3+ years Filed as: MONETA GROUP INVESTMENT ADV Service code 27 · EIN 20-1903821 | Advisory (Plan) | $42,676 |
AMERICAN FUNDS3+ years Filed as: OPUS CAPITAL GROUP LLC Service code 27 · EIN 20-4857214 | Advisory (Plan) | $10,305 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,874 | $89,739+53.6% | $149,721-7.9% | $62,293+121.3% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 11.50% | 21.01%-9.5pp | 1501.67%-1490.2pp | 28.90%-17.4pp |
| Employer contribution / active EE | $11,058 | $3,233+242.0% | $5,444+103.1% | $2,042+441.5% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $303 | $551-45.1% | $11,282-97.3% | $479-36.9% |