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 49 · EIN 04-1590850 | Other Services | $50,377 |
AB FUNDS2 years Service code 52 · EIN 13-4064930 | Indirect Investment Fees | $0 |
AB FUNDS1 year Filed as: AB GLOBAL BOND FUND Service code 52 | Indirect Investment Fees | $0 |
MANNING & NAPIER1 year Filed as: CLOSED MANNING & NAPIER WORLD Service code 52 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
COLUMBIA1 year Filed as: COLUMBIA MID CAP INDEX FUND Service code 52 | Indirect Investment Fees | $0 |
COLUMBIA1 year Filed as: COLUMBIA SMALL CAP INDEX FUND Service code 52 | Indirect Investment Fees | $0 |
HORAN SECURITIES INC4+ years Filed as: HORAN SECURITIES, INC Service code 53 · EIN 31-1448612 | Insurance Commissions | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN SMALL CAP VALUE FUND Service code 52 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,363 | $37,196-64.1% | $154,108-91.3% | $55,725-76.0% |
| Participation rate | 74.0% | 64.1%+9.9pp | 83.0%-9.0pp | 70.9%+3.2pp |
| Annual return | -6.95% | 1319.68%-1326.6pp | 735.21%-742.2pp | 244.93%-251.9pp |
| Employer contribution / active EE | $812 | $1,614-49.7% | $5,298-84.7% | $2,078-60.9% |
| Participant deferral / active EE | $1,237 | $2,068-40.2% | $5,081-75.6% | $3,356-63.1% |
| Admin fee / account holder | $91 | $102-10.6% | $13,411-99.3% | $115-21.1% |