Filed December 28, 2010
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 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 04-1590850 | Participant Communication | $455,491 |
THE CENTURION GROUP, LLC1 year Filed as: THE CENTURION GROUP LLC Service code 70 | Consulting Fees | $54,587 |
Filed as: PENSERV PLAN SERVICES LLC Service code 15 | Recordkeeping | $32,000 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE Service code 19 · EIN 74-1625348 | Securities Custodian | $12,111 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 38 | Participant Communication | $10,461 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA EQUITABLE Service code 25 · EIN 13-5770651 | Directed Trustee | $1,116 |
ALGER1 year Service code 52 · EIN 13-3733280 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
ARTISAN PARTNERS1 year Filed as: ARTISAN Service code 52 · EIN 39-1811840 | Indirect Investment Fees | $0 |
BARON1 year Service code 52 · EIN 13-3806818 | 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 | $55,309 | $44,989+22.9% | $170,435-67.5% | $77,958-29.1% |
| Participation rate | 92.9% | 64.6%+28.3pp | 83.6%+9.3pp | 71.6%+21.3pp |
| Annual return | 16.59% | 19.61%-3.0pp | 205.94%-189.3pp | 20.87%-4.3pp |
| Employer contribution / active EE | $883 | $1,466-39.8% | $5,432-83.7% | $2,310-61.8% |
| Participant deferral / active EE | $3,380 | $2,208+53.1% | $4,939-31.6% | $3,537-4.4% |
| Admin fee / account holder | $100 | $69+45.0% | $13,881-99.3% | $97+2.7% |