Filed October 19, 2004 (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 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $9,298 |
CAPITAL MANAGEMENT4 years Filed as: THE CAPITAL MANAGEMENT CORP Service code 71 · EIN 54-1048352 | Brokerage Fees | $3,635 |
Filed as: TUCKAHOE ORTHOPEDIC ASSOCIATES, LTD Service code 99 8001 FRANKLIN FARMS DRIVE · RICHMOND, VA 23229 | Other Fees | $1,181 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $342,304 | $77,920+339.3% | $149,723+128.6% | $75,177+355.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 22.57% | 31.72%-9.2pp | 134.50%-111.9pp | 160.75%-138.2pp |
| Employer contribution / active EE | $28,127 | $3,138+796.3% | $4,821+483.4% | $2,671+953.0% |
| Participant deferral / active EE | $19,610 | $3,411+474.8% | $5,682+245.1% | $4,126+375.2% |
| Admin fee / account holder | $129 | $5,951-97.8% | $13,215-99.0% | $5,651-97.7% |