Filed March 25, 2002
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 | Finders' fees / placement fees; Sales... | $97,769 |
THREE BELL CAPITAL LLC1 year Filed as: THREE OAKS WEALTH MANAGEMENT Service code 16 · EIN 20-8764829 | Consulting | $24,354 |
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; 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 | $108,077 | $62,543+72.8% | $83,327+29.7% | $55,727+93.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 77.8%+22.2pp | 70.9%+29.1pp |
| Annual return | -3.66% | 14.85%-18.5pp | 10.64%-14.3pp | 244.94%-248.6pp |
| Employer contribution / active EE | $8,065 | $2,427+232.3% | $3,379+138.7% | $2,078+288.1% |
| Participant deferral / active EE | $8,768 | $5,682+54.3% | $5,565+57.6% | $3,356+161.3% |
| Admin fee / account holder | $75 | $103-27.5% | $7,540-99.0% | $115-35.1% |