Filed August 12, 2002 (most recent of 3 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 | Finders' fees / placement fees; Sales... | $78,056 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 34-3523567 | Securities brokerage; Securities brok... | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $15,849 | $37,117-57.3% | $147,618-89.3% | $55,191-71.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | 3.85% | 3.44%+0.4pp | 61.98%-58.1pp | 10.78%-6.9pp |
| Employer contribution / active EE | $1,699 | $1,620+4.8% | $5,564-69.5% | $1,899-10.5% |
| Participant deferral / active EE | $2,851 | $1,985+43.6% | $4,895-41.8% | $3,046-6.4% |
| Admin fee / account holder | $18 | $86-78.6% | $11,612-99.8% | $91-79.8% |