Filed October 18, 2004
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.
| Provider | Service type | Compensation |
|---|---|---|
SECURITY FIRST ADVIS1+ years Filed as: SECURITY FIRST ADVISORS, INC. Service code 16 · EIN 93-1078047 | Consulting | $8,965 |
IMS CAPITAL MANAGEMENT1+ years Service code 26 · EIN 93-0976985 | Advisory (Participants) | $5,197 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $351,289 | $37,039+848.4% | $147,618+138.0% | $59,188+493.5% |
| Participation rate | 99.1% | 63.8%+35.3pp | 84.6%+14.5pp | 69.4%+29.7pp |
| Annual return | 0.17% | 7.19%-7.0pp | 61.98%-61.8pp | 5.51%-5.3pp |
| Employer contribution / active EE | $23,941 | $1,353+1669.6% | $5,564+330.2% | $2,098+1041.1% |
| Participant deferral / active EE | $26 | $2,094-98.8% | $4,895-99.5% | $3,265-99.2% |
| Admin fee / account holder | -$309 | $60-613.4% | $11,612-102.7% | $92-435.2% |