Filed March 3, 2011 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $2,957,592 |
MOLL WEALTH MANAGEMENT2 years Filed as: MOLL WEALTH MANAGEMENT INC. Service code 26 · EIN 46-4815069 | Advisory (Participants) | $75,903 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; D... | $51,653 |
DYNAMIC WEALTH ADVISORS4 years Service code 26 · EIN 26-3945512 | Advisory (Participants) | $45,455 |
Service code 26 · EIN 84-3178156 | Advisory (Participants) | $32,687 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT SERVICE Service code 26 · EIN 36-3297908 | Advisory (Participants) | $28,652 |
FISHER INVESTMENTS3 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $20,245 |
MCF ADVISORS LLC2 years Service code 26 · EIN 20-0566061 | Advisory (Participants) | $19,678 |
Filed as: PENSIONMARK FINANCIAL GRP LLC Service code 26 · EIN 61-1758632 | Advisory (Participants) | $19,374 |
MARINER LLC4 years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $16,531 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,718 | $118,441-7.4% | $151,639-27.6% | $89,433+22.7% |
| Participation rate | 98.0% | 88.0%+10.0pp | 87.5%+10.5pp | 71.3%+26.7pp |
| Annual return | -13.09% | -9.10%-4.0pp | 3.34%-16.4pp | -11.88%-1.2pp |
| Employer contribution / active EE | $5,652 | $4,770+18.5% | $6,165-8.3% | $3,021+87.1% |
| Participant deferral / active EE | $7,266 | $7,648-5.0% | $8,363-13.1% | $5,125+41.8% |
| Admin fee / account holder | $58 | $90-35.8% | $11,613-99.5% | $79-27.5% |