Filed February 23, 2011 (most recent of 4 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 | Participant communication; Recordkeep... | $743,948 |
LANEVE FINANCIAL GUIDANCE, LLC2+ years Service code 33 · EIN 27-1404837 | Securities brokerage; Securities brok... | $52,833 |
CHERRY BEKAERT LLP2+ years Filed as: CHERRY BEHAERT, LLP Service code 10 · EIN 56-0574444 | Accounting | $6,000 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA EQUITABLE Service code 25 · EIN 13-5570651 | Directed Trustee | $3,611 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,361 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,969 | $43,110+20.5% | $156,551-66.8% | $65,292-20.4% |
| Participation rate | 100.0% | 69.3%+30.7pp | 84.0%+16.0pp | 72.4%+27.6pp |
| Annual return | 8.46% | 11.24%-2.8pp | 32.23%-23.8pp | 11.84%-3.4pp |
| Employer contribution / active EE | $2,241 | $1,702+31.7% | $5,501-59.3% | $2,302-2.6% |
| Participant deferral / active EE | $3,136 | $2,520+24.4% | $4,871-35.6% | $3,579-12.4% |
| Admin fee / account holder | $88 | $47+86.7% | $13,028-99.3% | $57+53.8% |