Filed May 3, 2004
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 38 · EIN 04-1590850 | Participant Communication | $118,297 |
Filed as: ASPIRE ADVISORS LLC Service code 27 · EIN 27-0362926 | Advisory (Plan) | $99,463 |
AB FUNDS1 year Service code 52 · EIN 13-4064930 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DIAMOND HILL1 year Service code 52 · EIN 31-6547095 | Indirect Investment Fees | $0 |
Service code 52 · EIN 22-2370029 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4625304 | Indirect Investment Fees | $0 |
NATIXIS FUNDS1 year Service code 52 · EIN 04-3200027 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
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 | $75,592 | $46,173+63.7% | $170,436-55.6% | $69,631+8.6% |
| Participation rate | 96.5% | 63.9%+32.6pp | 83.6%+12.9pp | 70.7%+25.9pp |
| Annual return | 13.96% | 21.62%-7.7pp | 205.94%-192.0pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $2,420 | $1,610+50.4% | $5,433-55.4% | $2,032+19.1% |
| Participant deferral / active EE | $2,691 | $2,080+29.4% | $4,939-45.5% | $3,224-16.5% |
| Admin fee / account holder | $120 | $116+3.9% | $13,880-99.1% | $110+9.1% |