Filed September 17, 2007 (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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $245,153 |
SECURIAN FINANCIAL SERVICES INC1+ years Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 16 400 ROBERT STREET NORTH · ST. PAUL, MN 55101 | Consulting | $28,548 |
CARROLL & COOK1+ years Filed as: CARROLL AND COOK CPAS Service code 10 · EIN 59-2206283 | Accounting | $27,700 |
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES Service code 16 · EIN 06-1685865 | Consulting | $23,250 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $100 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,576 | $37,039+55.4% | $147,617-61.0% | $59,188-2.7% |
| Participation rate | 48.9% | 63.8%-14.8pp | 84.6%-35.7pp | 69.4%-20.5pp |
| Annual return | 0.32% | 7.19%-6.9pp | 61.98%-61.7pp | 5.51%-5.2pp |
| Employer contribution / active EE | $777 | $1,353-42.6% | $5,564-86.0% | $2,098-63.0% |
| Participant deferral / active EE | $2,816 | $2,094+34.5% | $4,895-42.5% | $3,265-13.7% |
| Admin fee / account holder | $193 | $60+220.4% | $11,612-98.3% | $92+109.2% |