Filed October 29, 2008 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Participan... | $668,350 |
Filed as: LARSON FINANCIAL GROUP, LLC Service code 33 · EIN 20-4773945 | Securities brokerage; Securities brok... | $6,097 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $531 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,701 | $43,110+3.7% | $156,551-71.4% | $65,292-31.5% |
| Participation rate | 100.0% | 69.3%+30.7pp | 84.0%+16.0pp | 72.4%+27.6pp |
| Annual return | 7.88% | 11.24%-3.4pp | 32.23%-24.4pp | 11.84%-4.0pp |
| Employer contribution / active EE | $4,308 | $1,702+153.1% | $5,501-21.7% | $2,302+87.1% |
| Participant deferral / active EE | $3,852 | $2,520+52.8% | $4,871-20.9% | $3,579+7.6% |
| Admin fee / account holder | $97 | $47+104.4% | $13,028-99.3% | $57+68.3% |