Filed June 22, 2006 (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 12 · EIN 13-3689044 | Shareholder servicing fees; Account m... | $51,021 |
BOLTON PARTNERS, INC.2+ years Filed as: BOLTON PARTNERS Service code 27 · EIN 52-1871508 | Advisory (Plan) | $19,313 |
ELLIN & TUCKER, CHARTERED2+ years Service code 10 · EIN 52-0959934 | Accounting | $15,500 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $51,578 | $39,859+29.4% | $78,676-34.4% | $57,658-10.5% |
| Participation rate | 81.2% | 66.1%+15.1pp | 73.6%+7.6pp | 70.2%+11.0pp |
| Annual return | 7.61% | 18.96%-11.4pp | 62.19%-54.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,407 | $1,786-21.2% | $2,850-50.6% | $1,974-28.7% |
| Participant deferral / active EE | $2,904 | $2,248+29.2% | $3,517-17.4% | $3,061-5.1% |
| Admin fee / account holder | $107 | $76+40.8% | $4,510-97.6% | $95+13.5% |