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 | Recordkeeping fees; Recordkeeping and... | $184,977 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $28 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $24,214 | $45,000-46.2% | $143,801-83.2% | $77,906-68.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -14.80% | 29.03%-43.8pp | -0.04%-14.8pp | 12.16%-27.0pp |
| Employer contribution / active EE | $3,008 | $1,870+60.9% | $4,952-39.3% | $2,846+5.7% |
| Participant deferral / active EE | $5,261 | $3,157+66.7% | $5,639-6.7% | $4,805+9.5% |
| Admin fee / account holder | $33 | $98-66.4% | $14,680-99.8% | $133-75.0% |