Filed March 17, 2005
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 |
|---|---|---|
THE HARTFORD1+ years Filed as: HARTFORD RETIREMENT SERVICES Service code 15 · EIN 26-1589907 31 ST. JAMES AVE · BOSTON, MA 02116 | Recordkeeping | $7,106 |
OTHER1+ years Service code 99 545 METRO PLACE SOUTH · DUBLIN, OH 43017 | Other Fees | $2,572 |
JANNEY MONTGOMERY SCOTT LLC1+ years Filed as: JANNEY MOTEGOMERY SCOTT Service code 53 · EIN 23-0731260 | Insurance Commissions | $0 |
RELIANCE TRUST COMPANY1+ years Filed as: RELIANCE TRUST CO Service code 99 · EIN 58-1428634 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,511 | $39,859-46.0% | $78,676-72.7% | $57,658-62.7% |
| Participation rate | 85.8% | 66.1%+19.7pp | 73.6%+12.2pp | 70.2%+15.5pp |
| Annual return | 11.39% | 18.96%-7.6pp | 62.19%-50.8pp | 5.13%+6.3pp |
| Employer contribution / active EE | $1,080 | $1,786-39.5% | $2,850-62.1% | $1,974-45.3% |
| Participant deferral / active EE | $2,065 | $2,248-8.1% | $3,517-41.3% | $3,061-32.5% |
| Admin fee / account holder | $23 | $76-69.2% | $4,510-99.5% | $95-75.2% |