Filed June 6, 2003
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 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FAIRFIELD NATIONAL BANK2+ years Service code 21 · EIN 31-1198067 143 WEST MAIN STREET · LANCASTER, OH 43130 | Bank Trustee | $390,955 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY HLDGS Service code 27 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 11036 | Advisory (Plan) | $123,884 |
VAUGHAN NELSON INVESTMENT MGMT2+ years Filed as: VAUGHAN NELSON INVESTMENT MANAGEMEN Service code 27 · EIN 04-3304963 600 TRAVIS SUITE 6300 · HOUSTON, TX 77002 | Advisory (Plan) | $33,033 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZZARD ASSET MANAGEMENT Service code 27 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Advisory (Plan) | $25,437 |
APEX CAPITAL MANAGEMENT2+ years Service code 27 · EIN 31-1198068 8163 OLD YANKIEE ST SUITE E · DAYTON, OH 45458 | Advisory (Plan) | $18,878 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL INC Service code 27 · EIN 13-2726734 375 PARK AVENUE, 8TH FL · NEW YORK, NY 10152 | Advisory (Plan) | $9,282 |
WINTRUST INVESTMENTS LLC1 year Filed as: WINTRUST FINANCIAL CORP Service code 27 · EIN 36-3873352 9700 W HIGGINS ROAD SUITE 850 · ROSEMONT, IL 60018 | Advisory (Plan) | $8,655 |
WELA STRATEGIES1 year Service code 27 · EIN 26-3068991 200 SANDY SPRINGS PL NE · ATLANTA, GA 30328 | Advisory (Plan) | $3,159 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 28 · EIN 94-1737782 5190 NEIL ROAD · RENO, NV 89502 | Investment Management | $81 |
Annual investment return 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 | $33,326 | $37,213-10.4% | $156,551-78.7% | $63,975-47.9% |
| Participation rate | 97.7% | 65.0%+32.7pp | 84.0%+13.7pp | 71.1%+26.6pp |
| Annual return | 5.02% | 47.89%-42.9pp | 32.23%-27.2pp | 48.65%-43.6pp |
| Employer contribution / active EE | $2,725 | $1,357+100.8% | $5,501-50.5% | $2,182+24.9% |
| Participant deferral / active EE | $1,392 | $2,070-32.8% | $4,871-71.4% | $3,356-58.5% |
| Admin fee / account holder | $200 | $56+255.5% | $13,028-98.5% | $70+184.3% |