Filed June 24, 2002
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 | Investment management; Participant co... | $206,610 |
CEDARSTONE ADVISORS INC1 year Filed as: CEDARSTONE ADVISORS INC. Service code 33 · EIN 47-1539900 | Securities brokerage commissions and ... | $28,840 |
MANCHESTER FINANCIAL INC3 years Service code 33 · EIN 95-4281964 | Securities brokerage commissions and ... | $14,395 |
Service code 33 · EIN 20-1253741 | Securities brokerage commissions and ... | $14,067 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $9,859 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $6,465 |
Service code 33 · EIN 27-3616371 | Securities brokerage; Securities brok... | $5,895 |
Service code 33 · EIN 46-3569447 | Securities brokerage commissions and ... | $5,356 |
SHERWOOD FINANCIAL1 year Filed as: SHERWWOD FINANCIAL PARTNERS Service code 33 · EIN 83-3903891 | Securities brokerage; Securities brok... | $4,263 |
DYNAMIC WEALTH ADVISORS1 year Service code 33 · EIN 26-3945512 | Securities brokerage commissions and ... | $417 |
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 | $166,813 | $105,581+58.0% | $70,492+136.6% | $90,274+84.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.1%+24.9pp | 73.4%+26.6pp |
| Annual return | 13.07% | 14.78%-1.7pp | 109.16%-96.1pp | 53.97%-40.9pp |
| Employer contribution / active EE | $5,517 | $3,304+67.0% | $2,738+101.5% | $2,523+118.6% |
| Participant deferral / active EE | $7,534 | $3,813+97.6% | $3,711+103.0% | $4,231+78.1% |
| Admin fee / account holder | $88 | $68+30.2% | $3,848-97.7% | $114-22.9% |