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 | Claims processing; Shareholder servic... | $735,949 |
LARSON FINANCIAL GROUP LLC3 years Filed as: LARSON FINANCIAL GROUP, LLC Service code 16 · EIN 20-4773945 | Consulting | $5,434 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $550 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $50,890 | $44,007+15.6% | $154,110-67.0% | $68,904-26.1% |
| Participation rate | 100.0% | 70.0%+30.0pp | 83.0%+17.0pp | 74.1%+25.9pp |
| Annual return | -4.73% | 8.15%-12.9pp | 735.22%-740.0pp | 1.07%-5.8pp |
| Employer contribution / active EE | $2,368 | $1,732+36.7% | $5,298-55.3% | $2,540-6.8% |
| Participant deferral / active EE | $4,521 | $2,813+60.7% | $5,081-11.0% | $4,015+12.6% |
| Admin fee / account holder | $104 | $65+60.3% | $13,412-99.2% | $71+45.5% |