Filed December 18, 2013 (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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 4333 EDGEWOOD RD · CEDAR RAPIDS, IA 52499 | Securities brokerage commissions and ... | $79,950 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 200 SEAPORT BLVD · BOSTON, MA 02110 | 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 | $24,202 | $37,213-35.0% | $156,551-84.5% | $63,975-62.2% |
| Participation rate | 97.0% | 65.0%+32.1pp | 84.0%+13.0pp | 71.1%+25.9pp |
| Annual return | 0.00% | 47.89%-47.9pp | 32.23%-32.2pp | 48.65%-48.7pp |
| Employer contribution / active EE | $295 | $1,357-78.2% | $5,501-94.6% | $2,182-86.5% |
| Participant deferral / active EE | $779 | $2,070-62.4% | $4,871-84.0% | $3,356-76.8% |
| Admin fee / account holder | $5 | $56-90.5% | $13,028-100.0% | $70-92.4% |