Filed February 11, 2011
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 |
|---|---|---|
GUARDIAN WEALTH PARTNERS LLP6 years Filed as: GUARDIAN WEALTH PARTNERS Service code 27 4270 THE CIRCLE AT NORTH HILLS ST · RALEIGH, NC 27609 | Advisory (Plan) | $39,913 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 | Bank Trustee | $7,515 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $116,914-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 11.0%-11.0pp |
| Annual return | 14.04% | 6.95%+7.1pp | 8.92%+5.1pp | 8.21%+5.8pp |
| Employer contribution / active EE | $14,577 | $9,078+60.6% | $24,457-40.4% | $13,841+5.3% |
| Participant deferral / active EE | $0 | $7-100.0% | $14-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $692-100.0% | $1,652-100.0% |