Filed July 10, 1998
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 |
|---|---|---|
TAYLOR SECURITIES2+ years Filed as: TAYLOR SECURITIES INC. Service code 27 · EIN 62-1254593 100 WINNERS CIRCLE · BRENWTOOD, TN 37027 | Advisory (Plan) | $39,275 |
ASPIRE FINANCIAL SERVICES2+ years Filed as: ASPIRE FINANCIAL SERVICES LLC Service code 19 · EIN 81-0557695 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Securities Custodian | $9,895 |
TAYLOR WEBSTER2+ years Service code 14 · EIN 62-1281073 100 WINNERS CIRCLE · BRENTWOOD, TN 37027 | Plan Administrator | $6,430 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 P.O. BOX 17748 · DENVER, CO 802179733 | Securities Custodian | $4,720 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $94,592 | $52,884+78.9% | $84,753+11.6% | $55,167+71.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 6.78% | 18.03%-11.2pp | 22.78%-16.0pp | 169.23%-162.4pp |
| Employer contribution / active EE | $6,469 | $2,233+189.6% | $3,574+81.0% | $1,963+229.6% |
| Participant deferral / active EE | $5,506 | $2,644+108.2% | $3,712+48.3% | $3,054+80.3% |
| Admin fee / account holder | $381 | $581-34.4% | $5,333-92.9% | $504-24.4% |