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 | Recordkeeping and information managem... | $784,308 |
LARSON FINANCIAL GROUP LLC2 years Filed as: LARSON FINANCIAL GROUP, LLC Service code 33 · EIN 20-4773945 | Securities brokerage; Securities brok... | $7,371 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $600 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $53,045 | $48,835+8.6% | $170,435-68.9% | $177,276-70.1% |
| Participation rate | 100.0% | 72.1%+27.9pp | 83.6%+16.4pp | 74.8%+25.2pp |
| Annual return | 16.21% | 19.44%-3.2pp | 205.94%-189.7pp | 21.25%-5.0pp |
| Employer contribution / active EE | $2,373 | $1,798+32.0% | $5,432-56.3% | $2,479-4.3% |
| Participant deferral / active EE | $4,245 | $2,757+54.0% | $4,939-14.1% | $3,881+9.4% |
| Admin fee / account holder | $112 | $52+116.4% | $13,881-99.2% | $154-27.0% |