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.
| 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 | Securities brokerage; Shareholder ser... | $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% | $151,634-27.6% | $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 | 3.32%-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% | $11,614-99.5% | $79-27.5% |