Filed November 25, 2008
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIRST ALLIED SECURITIES INC3+ years Service code 53 · EIN 11-3152836 | Insurance Commissions | $36,738 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,534 |
ALGER1 year Service code 52 · EIN 13-3733280 | Indirect Investment Fees | $0 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 33-0457728 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 77-0273954 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON1 year Service code 52 · EIN 13-3806818 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3335387 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 95-2513084 | Indirect Investment Fees | $0 |
Participant 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 | $22,617 | $44,989-49.7% | $170,435-86.7% | $77,958-71.0% |
| Participation rate | 80.2% | 64.6%+15.6pp | 83.6%-3.4pp | 71.6%+8.6pp |
| Annual return | 18.13% | 19.61%-1.5pp | 205.94%-187.8pp | 20.87%-2.7pp |
| Employer contribution / active EE | $1,916 | $1,466+30.7% | $5,432-64.7% | $2,310-17.1% |
| Participant deferral / active EE | $444 | $2,208-79.9% | $4,939-91.0% | $3,537-87.4% |
| Admin fee / account holder | $12 | $69-82.3% | $13,881-99.9% | $97-87.5% |