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 | Direct payment from the plan; Distrib... | $389,077 |
AMERICAN FUNDS6+ years Filed as: ADVANCED CAPITAL GROUP Service code 16 · EIN 41-1921960 | Consulting | $40,000 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $193 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $108,121 | $56,095+92.7% | $178,510-39.4% | $90,274+19.8% |
| Participation rate | 97.5% | 65.6%+32.0pp | 81.9%+15.6pp | 73.4%+24.2pp |
| Annual return | 17.20% | 28.81%-11.6pp | 151.13%-133.9pp | 53.97%-36.8pp |
| Employer contribution / active EE | $2,605 | $1,572+65.7% | $5,011-48.0% | $2,523+3.2% |
| Participant deferral / active EE | $5,384 | $2,669+101.7% | $5,202+3.5% | $4,231+27.3% |
| Admin fee / account holder | $129 | $101+28.2% | $13,988-99.1% | $114+13.1% |