Filed August 21, 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 |
|---|---|---|
IRON-CO-FID-COMPREHENSIVE2+ years Filed as: IRON FINANCIAL, LLC Service code 27 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | Advisory (Plan) | $67,716 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $7,463 |
ASPIRE FINANCIAL SERVICES2+ years Service code 64 4010 BOYSCOTT · TAMPA, FL 33607 | Recordkeeping Fees | $3,739 |
Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $289 |
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 | $117,228 | $63,924+83.4% | $108,582+8.0% | $55,167+112.5% |
| Participation rate | 94.2% | 74.3%+19.9pp | 79.6%+14.7pp | 69.0%+25.2pp |
| Annual return | 6.42% | 15.31%-8.9pp | -51.70%+58.1pp | 169.23%-162.8pp |
| Employer contribution / active EE | $5,604 | $1,879+198.2% | $3,758+49.1% | $1,963+185.5% |
| Participant deferral / active EE | $6,793 | $3,067+121.5% | $4,311+57.6% | $3,054+122.4% |
| Admin fee / account holder | $311 | $618-49.7% | $7,645-95.9% | $504-38.4% |