Filed June 27, 2000
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 |
|---|---|---|
KAYE CAPITAL MANAGEMENT8 years Service code 27 · EIN 47-0907014 | Advisory (Plan) | $49,000 |
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $48,439 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $9,975 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES9 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 | $161,303 | $45,109+257.6% | $85,187+89.4% | $77,736+107.5% |
| Participation rate | 99.0% | 48.7%+50.4pp | 67.5%+31.5pp | 70.6%+28.5pp |
| Annual return | 14.84% | 79.55%-64.7pp | 66.67%-51.8pp | 31.26%-16.4pp |
| Employer contribution / active EE | $7,788 | $1,602+386.2% | $2,732+185.0% | $2,728+185.5% |
| Participant deferral / active EE | $8,231 | $2,814+192.5% | $4,525+81.9% | $4,651+77.0% |
| Admin fee / account holder | $100 | $915-89.1% | $6,162-98.4% | $433-76.9% |