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 | Direct payment from the plan; Investm... | $131,146 |
MULTNOMAH GROUP1 year Service code 27 · EIN 20-0361079 | Advisory (Plan) | $22,500 |
Filed as: BLUE PRAIRIE GROUP, LLC Service code 27 · EIN 76-0701903 | Advisory (Plan) | $20,900 |
LPL FINANCIAL2 years Filed as: KMS FINANCIAL SERVICES INC. Service code 33 · EIN 91-0850651 | Securities brokerage commissions and ... | $13,148 |
Filed as: VALIC Service code 58 · EIN 74-1625348 | Product termination fees (surrender c... | $2,793 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $330 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 | Securities brokerage commissions and ... | $0 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $123,670 | $95,542+29.4% | $69,483+78.0% | $67,582+83.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 1.90% | 17.67%-15.8pp | 28.99%-27.1pp | 378.57%-376.7pp |
| Employer contribution / active EE | $7,155 | $2,989+139.4% | $2,780+157.4% | $2,148+233.1% |
| Participant deferral / active EE | $4,683 | $3,263+43.5% | $3,537+32.4% | $3,539+32.3% |
| Admin fee / account holder | $121 | $90+35.2% | $3,841-96.8% | $142-14.7% |