Filed August 8, 2006
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 |
|---|---|---|
Filed as: FINANCIAL NETWORK INVESTMENT CORP. Service code 63 · EIN 95-3845382 200 N. SEPULVEDA BLVD. · EL SEGUNDO, CA 902455672 | 12b-1 Fees | $29,738 |
RANDALL & HURLEY, INC.1 year Service code 15 · EIN 91-1661080 828 GREAT NORTHERN BLVD. · HELENA, MT 59601 | Recordkeeping | $11,157 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $115,322 | $94,529+22.0% | $140,019-17.6% | $64,173+79.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.22% | 7.77%-13.0pp | 651.17%-656.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $5,025 | $3,812+31.8% | $5,605-10.3% | $2,381+111.1% |
| Participant deferral / active EE | $7,206 | $5,250+37.3% | $6,927+4.0% | $3,470+107.7% |
| Admin fee / account holder | $444 | $6,741-93.4% | $10,705-95.9% | $4,887-90.9% |