Filed October 18, 2004
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 |
|---|---|---|
CORPORATE PLANS & SERVICES, INC.2+ years Filed as: CORPORATE PLANS & SERVICES Service code 16 · EIN 56-1990374 136-B GATEWAY BOULEVARD · MOORESVILLE, NC 28117 | Consulting | $14,665 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 43-1825172 ACG ADVISORY SERVICES, INC. · MIDLOTHIAN, VA 231132427 | Securities Custodian | $5,799 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 49 · EIN 13-3036745 504 CLINTON CENTER DRIVE · CLINTON, MS 39056 | Other Services | $289 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $78,695-100.0% | $111,575-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 8.4%-8.4pp | 12.6%-12.6pp |
| Annual return | 6.86% | 4.40%+2.5pp | 18.87%-12.0pp | 4.56%+2.3pp |
| Employer contribution / active EE | $1,080 | $10,694-89.9% | $19,828-94.6% | $15,526-93.0% |
| Participant deferral / active EE | $0 | $30-100.0% | $68-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $262-100.0% | $1,711-100.0% |