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 | Finders' fees / placement fees; Sales... | $808,213 |
LARSON FINANCIAL GROUP LLC4 years Filed as: LARSON FINANCIAL GROUP, LLC Service code 16 · EIN 20-4773945 | Consulting | $6,742 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $514 |
NATIONAL FINANCIAL SERVICES5+ 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 | $63,476 | $53,565+18.5% | $172,757-63.3% | $82,204-22.8% |
| Participation rate | 99.0% | 69.6%+29.4pp | 82.6%+16.4pp | 73.4%+25.6pp |
| Annual return | 21.88% | 31.42%-9.5pp | 803.06%-781.2pp | 26.31%-4.4pp |
| Employer contribution / active EE | $2,821 | $1,857+51.9% | $5,144-45.2% | $2,707+4.2% |
| Participant deferral / active EE | $4,446 | $3,006+47.9% | $5,198-14.5% | $4,246+4.7% |
| Admin fee / account holder | $115 | $61+87.3% | $13,956-99.2% | $76+52.1% |