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 SECURITIES6+ years Filed as: TAYLOR SECURITIES INC. Service code 27 · EIN 62-1254593 100 WINNERS CIRCLE · BRENWTOOD, TN 37027 | Advisory (Plan) | $42,462 |
NATIONWIDE3 years Service code 19 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $23,691 |
TAYLOR WEBSTER6+ years Service code 14 · EIN 62-1281073 100 WINNERS CIRCLE · BRENTWOOD, TN 37027 | Plan Administrator | $10,180 |
CHERRY BEKAERT LLP3 years Filed as: CHERRY BEKAERT, LLP Service code 10 · EIN 56-0574444 PO BOX 25549 · RICHMOND, VA 23260 | Accounting | $5,800 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,859 | $69,383+51.1% | $101,271+3.5% | $73,493+42.7% |
| Participation rate | 92.9% | 68.4%+24.6pp | 75.8%+17.1pp | 70.7%+22.3pp |
| Annual return | 5.70% | 18.46%-12.8pp | 46.48%-40.8pp | 28.51%-22.8pp |
| Employer contribution / active EE | $1,799 | $2,628-31.6% | $3,660-50.9% | $2,270-20.8% |
| Participant deferral / active EE | $5,340 | $3,301+61.8% | $4,371+22.2% | $3,740+42.8% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |