Filed August 23, 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 | Sales loads (front end and deferred);... | $14,449 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN CAPITAL MANAGEMENT Service code 52 · EIN 84-0996383 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 · EIN 52-2236318 | Indirect Investment Fees | $0 |
Service code 52 · EIN 22-2370029 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 | 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 | $43,755 | $46,966-6.8% | $185,117-76.4% | $69,631-37.2% |
| Participation rate | 95.8% | 65.3%+30.6pp | 77.3%+18.6pp | 70.7%+25.1pp |
| Annual return | 19.16% | 22.36%-3.2pp | 40.50%-21.3pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $3,438 | $1,360+152.8% | $4,182-17.8% | $2,032+69.2% |
| Participant deferral / active EE | $4,985 | $3,017+65.2% | $5,045-1.2% | $3,224+54.6% |
| Admin fee / account holder | $53 | $94-44.0% | $8,159-99.4% | $110-52.4% |