Filed November 9, 2005 (most recent of 2 filings on file)
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 49 · EIN 04-1590850 | Other Services | $116,350 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES SERVICE NETWORK L Service code 53 · EIN 62-1152936 | Insurance Commissions | $39,162 |
SECURITIES AMERICA INC1 year Service code 53 · EIN 11-2551174 | Insurance Commissions | $14,655 |
AMERICAN FUNDS2 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
FIRST EAGLE2 years Service code 52 · EIN 13-3392291 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,269 | $54,121+113.0% | $134,143-14.1% | $73,409+57.0% |
| Participation rate | 64.2% | 64.4%-0.2pp | 72.2%-8.0pp | 72.2%-8.0pp |
| Annual return | 14.97% | -312.52%+327.5pp | 36.33%-21.4pp | 59.29%-44.3pp |
| Employer contribution / active EE | $1,956 | $1,402+39.5% | $3,704-47.2% | $2,234-12.4% |
| Participant deferral / active EE | $3,552 | $2,844+24.9% | $3,499+1.5% | $3,805-6.6% |
| Admin fee / account holder | $294 | $132+121.8% | $6,684-95.6% | $158+85.9% |