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 | Sales loads (front end and deferred);... | $252,821 |
MANCHESTER FINANCIAL INC2 years Filed as: MANCHESTER FINANCIAL INC. Service code 33 · EIN 95-4281964 | Securities brokerage commissions and ... | $30,936 |
CERITY PARTNERS1 year Filed as: CERITY PAERTNERS, LLC Service code 33 · EIN 27-1180831 | Securities brokerage; Securities brok... | $15,236 |
CEDARSTONE ADVISORS INC1 year Filed as: CEDARSTONE ADIVSORS, INC. Service code 33 · EIN 47-1539900 | Securities brokerage commissions and ... | $13,124 |
INTEGRITY ASSET MANAGEMENT3 years Filed as: INTEGRITY FINANCIAL CORPORATION Service code 33 · EIN 32-0123516 | Securities brokerage commissions and ... | $11,679 |
Filed as: SUMMIT GLOBAL INVESTMENTS, LLC Service code 33 · EIN 27-3616371 | Securities brokerage commissions and ... | $8,888 |
SHERWOOD FINANCIAL1 year Service code 33 · EIN 86-3390389 | Securities brokerage commissions and ... | $5,641 |
BURTON ENRIGHT WELCH1 year Service code 33 · EIN 27-1702630 | Securities brokerage; Securities brok... | $5,205 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1773778 | Securities brokerage; Securities brok... | $3,669 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,539 | $105,179+59.3% | $64,110+161.3% | $80,187+108.9% |
| Participation rate | 93.6% | 73.5%+20.1pp | 72.3%+21.3pp | 72.9%+20.7pp |
| Annual return | 16.14% | 20.34%-4.2pp | 33.75%-17.6pp | 40.40%-24.3pp |
| Employer contribution / active EE | $6,802 | $3,311+105.5% | $2,751+147.3% | $2,980+128.3% |
| Participant deferral / active EE | $7,433 | $4,020+84.9% | $3,883+91.4% | $5,016+48.2% |
| Admin fee / account holder | $101 | $113-10.8% | $3,071-96.7% | $145-30.4% |