Filed May 8, 2006 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
QUALIFIED PLANS, LLC2+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $29,018 |
DOGWOOD WEALTH ADVISORS2+ years Service code 27 · EIN 47-1513057 | Advisory (Plan) | $24,714 |
Filed as: RAYMOND JAMES FINANCIAL SVCS ADV Service code 27 | Advisory (Plan) | $19,031 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,424 |
ALGER2+ years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2+ years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Filed as: BLACK ROCK Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
BLACKROCK2+ years Service code 52 | Indirect Investment Fees | $0 |
COLUMBIA2+ years Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,003 | $92,897+65.8% | $90,782+69.6% | $56,287+173.6% |
| Participation rate | 96.4% | 80.7%+15.7pp | 82.7%+13.7pp | 69.9%+26.6pp |
| Annual return | 22.40% | -2.59%+25.0pp | -3.42%+25.8pp | -9.96%+32.4pp |
| Employer contribution / active EE | $4,423 | $3,871+14.2% | $4,105+7.7% | $2,111+109.5% |
| Participant deferral / active EE | $5,300 | $5,551-4.5% | $5,366-1.2% | $3,350+58.2% |
| Admin fee / account holder | $31 | $440-93.0% | $5,908-99.5% | $521-94.1% |