Filed October 22, 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 52 · EIN 04-1590850 | Indirect Investment Fees | $58,603 |
HORAN SECURITIES INC3+ years Filed as: HORAN SECURITIES, INC Service code 53 · EIN 31-1448612 | Insurance Commissions | $20,723 |
AB FUNDS1 year Service code 52 · EIN 13-4064930 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 56-2294396 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,978 | $46,173-78.4% | $170,435-94.1% | $69,631-85.7% |
| Participation rate | 87.6% | 63.9%+23.7pp | 83.6%+4.0pp | 70.7%+16.9pp |
| Annual return | 16.96% | 21.62%-4.7pp | 205.94%-189.0pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $769 | $1,610-52.2% | $5,432-85.8% | $2,032-62.1% |
| Participant deferral / active EE | $717 | $2,080-65.5% | $4,939-85.5% | $3,224-77.8% |
| Admin fee / account holder | $63 | $116-45.7% | $13,881-99.5% | $110-42.9% |