Filed March 8, 1994
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 |
|---|---|---|
FIDUCIARYVEST LLC1 year Service code 10 115 PERIMETER CENTER PL · ATLANTA, GA 303461225 | Accounting | $17,500 |
COWEN & COMPANY LLC1 year Filed as: COWEN EXECUTION SERVICES, LLC Service code 50 · EIN 84-1702964 | Direct Payment | $9,484 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $9,386 |
JP MORGAN SECURITIES LLC1 year Filed as: JP MORGAN SECURITIES INC Service code 50 · EIN 13-3379014 | Direct Payment | $6,190 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE, INC Service code 33 200 S. 108TH AVE · OMAHA, NE 68154 | Securities brokerage; Other investmen... | $1,702 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J. P. MORGAN SECURITIES LLC Service code 33 · EIN 13-4110995 | Securities brokerage commissions and ... | $737 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 | Recordkeeping | $0 |
Service code 15 | Recordkeeping | $0 |
Filed as: J.P.MORGAN SECURITIES LLC Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,648 | $82,279-20.2% | $78,002-15.8% | $63,975+2.6% |
| Participation rate | 81.8% | 84.7%-2.8pp | 75.5%+6.3pp | 71.1%+10.7pp |
| Annual return | 18.51% | 11.20%+7.3pp | 425.99%-407.5pp | 48.65%-30.1pp |
| Employer contribution / active EE | $1,830 | $3,297-44.5% | $2,470-25.9% | $2,182-16.1% |
| Participant deferral / active EE | $2,537 | $4,538-44.1% | $3,497-27.5% | $3,356-24.4% |
| Admin fee / account holder | $20 | $81-75.8% | $5,481-99.6% | $70-72.1% |