Filed April 26, 2008
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $243,297 |
LAWING FINANCIAL3 years Filed as: LAWING FINANCIAL INC Service code 28 · EIN 48-1188446 | Investment Management | $55,237 |
Filed as: PRIMECAPITAL INVESTMENT ADVISORS Service code 28 · EIN 82-1364595 | Investment Management | $18,431 |
Filed as: MAYER HOFFMAN MCMANN, PC Service code 10 · EIN 43-1947695 | Accounting | $9,000 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,423 | $60,396-24.8% | $83,850-45.8% | $75,289-39.7% |
| Participation rate | 83.0% | 80.7%+2.3pp | 76.1%+6.9pp | 72.4%+10.6pp |
| Annual return | -8.54% | 3.84%-12.4pp | 850.92%-859.5pp | -0.04%-8.5pp |
| Employer contribution / active EE | $3,147 | $3,343-5.9% | $3,631-13.3% | $2,405+30.8% |
| Participant deferral / active EE | $3,455 | $2,922+18.2% | $4,082-15.3% | $3,739-7.6% |
| Admin fee / account holder | $148 | $141+4.7% | $5,478-97.3% | $102+44.6% |