Filed January 3, 2005
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 | Float revenue; Distribution (12b-1) f... | $144,625 |
KPMG LLP3 years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $34,681 |
Filed as: NORTH PIER FIDUCIARY MANAGEMENT Service code 27 · EIN 26-3521867 | Advisory (Plan) | $17,813 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,379 | $74,347+39.0% | $93,606+10.4% | $67,579+53.0% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 71.3%+28.7pp |
| Annual return | 24.35% | 28.07%-3.7pp | 32.76%-8.4pp | 378.56%-354.2pp |
| Employer contribution / active EE | $7,674 | $2,583+197.1% | $2,718+182.3% | $2,148+257.3% |
| Participant deferral / active EE | $7,450 | $4,060+83.5% | $4,069+83.1% | $3,539+110.5% |
| Admin fee / account holder | $162 | $123+32.4% | $7,888-97.9% | $142+14.2% |