Filed November 2, 2004 (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 | Sales loads (front end and deferred);... | $149,893 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 33 · EIN 38-2340348 | Securities brokerage commissions and ... | $6,696 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $438 |
Filed as: VALIC Service code 19 · EIN 74-1625348 | Securities Custodian | $68 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,331 | $37,039-18.1% | $147,617-79.5% | $59,188-48.8% |
| Participation rate | 93.5% | 63.8%+29.7pp | 84.6%+8.9pp | 69.4%+24.1pp |
| Annual return | 0.99% | 7.19%-6.2pp | 61.98%-61.0pp | 5.51%-4.5pp |
| Employer contribution / active EE | $1,733 | $1,353+28.1% | $5,564-68.9% | $2,098-17.4% |
| Participant deferral / active EE | $1,968 | $2,094-6.0% | $4,895-59.8% | $3,265-39.7% |
| Admin fee / account holder | $85 | $60+41.3% | $11,612-99.3% | $92-7.8% |