Filed September 19, 2012
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Account ... | $93,448 |
Filed as: BLUE PRAIRIE GROUP, LLC Service code 27 · EIN 76-0701903 | Advisory (Plan) | $20,000 |
LPL FINANCIAL1 year Filed as: KMS FINANCIAL SERVICES INC. Service code 33 · EIN 91-0850651 | Securities brokerage commissions and ... | $12,145 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $315 |
Service code 33 | Securities brokerage commissions and ... | $0 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ 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 | $125,850 | $70,083+79.6% | $59,899+110.1% | $55,725+125.8% |
| Participation rate | 85.5% | 78.4%+7.1pp | 74.7%+10.8pp | 70.9%+14.6pp |
| Annual return | 8.13% | 3.13%+5.0pp | 3.46%+4.7pp | 244.93%-236.8pp |
| Employer contribution / active EE | $5,576 | $2,878+93.7% | $2,723+104.8% | $2,078+168.3% |
| Participant deferral / active EE | $3,515 | $3,079+14.2% | $3,402+3.3% | $3,356+4.8% |
| Admin fee / account holder | $79 | $70+11.9% | $3,592-97.8% | $115-31.7% |