Filed July 25, 2006
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROCYON INSTITUTIONAL PARTNERS, LLC Service code 27 · EIN 82-1646066 | Advisory (Plan) | $28,663 |
T R PAUL INC.1 year Filed as: PAUL KUVEKE Service code 27 · EIN 82-1597862 | Advisory (Plan) | $7,453 |
Service code 49 · EIN 04-1590850 | Other Services | $605 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-2482877 | Indirect Investment Fees | $0 |
COHEN & STEERS2 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NORTHERN FUNDS2 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $95,949 | $44,873+113.8% | $79,466+20.7% | $56,287+70.5% |
| Participation rate | 87.6% | 68.7%+18.9pp | 73.3%+14.3pp | 69.9%+17.8pp |
| Annual return | -4.87% | 0.81%-5.7pp | 718.28%-723.2pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,840 | $2,140-14.0% | $2,800-34.3% | $2,111-12.8% |
| Participant deferral / active EE | $9,025 | $2,746+228.7% | $3,704+143.7% | $3,350+169.4% |
| Admin fee / account holder | $4 | $418-99.1% | $5,104-99.9% | $521-99.3% |