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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROCYON INSTITUTIONAL PARTNERS, LLC Service code 27 · EIN 82-1646066 | Advisory (Plan) | $29,316 |
Service code 49 · EIN 04-1590850 | Other Services | $855 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-2482877 | Indirect Investment Fees | $0 |
COHEN & STEERS3 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 04-2509354 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NORTHERN FUNDS3 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $123,595 | $51,620+139.4% | $90,304+36.9% | $65,185+89.6% |
| Participation rate | 92.9% | 68.6%+24.2pp | 73.3%+19.6pp | 70.2%+22.7pp |
| Annual return | 21.38% | 24.94%-3.6pp | 78.13%-56.8pp | 29.38%-8.0pp |
| Employer contribution / active EE | $23,257 | $2,235+940.8% | $2,855+714.6% | $2,177+968.5% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $6 | $384-98.5% | $5,354-99.9% | $847-99.3% |