Filed April 1, 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $460,206 |
AMERICAN FUNDS4+ years Filed as: ADVANCED CAPITAL GROUP Service code 16 · EIN 41-1921960 | Consulting | $40,000 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,512 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,379 | $45,382+72.7% | $154,110-49.1% | $75,289+4.1% |
| Participation rate | 98.1% | 65.9%+32.2pp | 83.0%+15.1pp | 72.4%+25.7pp |
| Annual return | -4.52% | -0.47%-4.0pp | 735.22%-739.7pp | -0.04%-4.5pp |
| Employer contribution / active EE | $2,507 | $1,533+63.5% | $5,298-52.7% | $2,405+4.2% |
| Participant deferral / active EE | $5,021 | $2,384+110.6% | $5,081-1.2% | $3,739+34.3% |
| Admin fee / account holder | $145 | $89+61.8% | $13,412-98.9% | $102+41.3% |