Filed September 28, 2006 (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.
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| Provider | Service type | Compensation |
|---|---|---|
LAWING FINANCIAL2+ years Filed as: LAWING FINANCIAL ASSOCIATES Service code 27 6201 COLLEGE BLVD 7TH FLOOR · OVERLAND PARK, KS 66211 | Advisory (Plan) | $146,042 |
Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $86,776 |
IFRAH FINANCIAL SERVICES1 year Filed as: IFRAH FINANCIAL SERVICES, INC. Service code 33 · EIN 71-0823354 | Securities brokerage; Securities brok... | $6,847 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $974 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $18,437 | $37,213-50.5% | $156,551-88.2% | $63,975-71.2% |
| Participation rate | 99.1% | 65.0%+34.1pp | 84.0%+15.1pp | 71.1%+28.0pp |
| Annual return | 8.82% | 47.89%-39.1pp | 32.23%-23.4pp | 48.65%-39.8pp |
| Employer contribution / active EE | $2,269 | $1,357+67.3% | $5,501-58.7% | $2,182+4.0% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $102 | $56+80.3% | $13,028-99.2% | $70+44.2% |