Filed March 4, 1996
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FCA CORP3+ years Service code 16 · EIN 76-0076528 | Consulting | $27,740 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $7,192 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Float re... | $115 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $500,042 | $46,297+980.1% | $71,671+597.7% | $62,293+702.7% |
| Participation rate | 100.0% | 60.6%+39.4pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 15.98% | 22.32%-6.3pp | 20.65%-4.7pp | 28.90%-12.9pp |
| Employer contribution / active EE | $28,351 | $1,412+1908.1% | $2,460+1052.6% | $2,042+1288.2% |
| Participant deferral / active EE | $14,849 | $2,235+564.3% | $3,438+331.9% | $3,169+368.5% |
| Admin fee / account holder | $1 | $461-99.8% | $5,558-100.0% | $479-99.8% |