Filed January 16, 1996
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 |
|---|---|---|
Filed as: COUNCIL, BUCHANAN & MITCHELL, P.C. Service code 16 · EIN 52-1711839 7910 WOODMONT AVE · BETHESDA, MD 20814 | Consulting | $37,100 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC Service code 15 · EIN 33-0905143 | Recordkeeping | $30,000 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,074 |
COVINGTON & BURLING LLP5+ years Service code 16 · EIN 53-0188411 | Consulting | $9,584 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,720 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $252,719 | $88,515+185.5% | $162,185+55.8% | $67,582+273.9% |
| Participation rate | 98.7% | 86.8%+11.9pp | 87.6%+11.2pp | 71.3%+27.4pp |
| Annual return | 22.17% | 27.04%-4.9pp | 115.61%-93.4pp | 378.57%-356.4pp |
| Employer contribution / active EE | $9,363 | $3,563+162.8% | $5,613+66.8% | $2,148+335.9% |
| Participant deferral / active EE | $9,329 | $5,724+63.0% | $7,297+27.9% | $3,539+163.6% |
| Admin fee / account holder | $178 | $124+43.9% | $10,844-98.4% | $142+25.1% |