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 | Float revenue; Recordkeeping and info... | $214,575 |
MANCHESTER FINANCIAL INC1 year Filed as: MANCHESTER FINANCIAL INC. Service code 33 · EIN 95-4281964 | Securities brokerage; Securities brok... | $32,814 |
CEDARSTONE ADVISORS INC1 year Filed as: CEDARSTONE ADVISORS Service code 33 · EIN 47-1539900 | Securities brokerage; Securities brok... | $28,069 |
COVINGTON CAPITAL MANAGEMENT3 years Service code 33 · EIN 20-1253741 | Securities brokerage; Securities brok... | $15,426 |
Filed as: SUMMIT GLOBAL INVESTMENTS, LLC Service code 33 · EIN 27-3616371 | Securities brokerage commissions and ... | $8,417 |
Filed as: INTEGRITY FINANCIAL CORPORATIONI Service code 33 · EIN 32-0123516 | Securities brokerage; Securities brok... | $7,608 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $5,457 |
SHERWOOD FINANCIAL1 year Filed as: SHERWOOD FINANCIAL PARTNERS Service code 33 · EIN 83-3903891 | Securities brokerage commissions and ... | $5,395 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,196 | $98,780+51.0% | $60,919+144.9% | $77,906+91.5% |
| Participation rate | 92.4% | 76.7%+15.7pp | 73.1%+19.3pp | 73.7%+18.7pp |
| Annual return | -13.62% | -11.56%-2.1pp | 16.98%-30.6pp | 12.16%-25.8pp |
| Employer contribution / active EE | $6,745 | $3,605+87.1% | $2,704+149.5% | $2,846+137.0% |
| Participant deferral / active EE | $7,344 | $4,200+74.8% | $3,814+92.5% | $4,805+52.8% |
| Admin fee / account holder | $94 | $89+6.2% | $3,226-97.1% | $133-29.0% |