Filed February 21, 2006 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: EAGLE CAPITAL MANAGEMENT Service code 27 · EIN 22-3361201 | Advisory (Plan) | $59,954 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,831 |
PNC BANK, N.A.2+ years Filed as: PNC Service code 19 · EIN 25-1211909 | Securities Custodian | $45,363 |
DANA INVESTMENT ADVISORS1 year Filed as: DANA INVESTMENT ADVISORS, INC Service code 27 · EIN 39-1512278 | Advisory (Plan) | $42,376 |
Filed as: FIDUCIARY MANAGEMENT INC Service code 27 · EIN 39-1346018 | Advisory (Plan) | $27,010 |
THE BOGDAHN GROUP2+ years Filed as: BOGDAHN GROUP Service code 27 · EIN 59-3676225 | Advisory (Plan) | $22,500 |
PARMS & COMPANY2+ years Service code 27 585 S FRONT ST, SUITE 220 · COLUMBUS, OH 43215 | Advisory (Plan) | $18,900 |
Service code 27 · EIN 59-3488505 | Advisory (Plan) | $18,183 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,301 | $57,921-14.9% | $84,753-41.8% | $57,658-14.5% |
| Participation rate | 97.5% | 72.9%+24.6pp | 76.6%+20.9pp | 70.2%+27.3pp |
| Annual return | 5.90% | 10.24%-4.3pp | 22.78%-16.9pp | 5.13%+0.8pp |
| Employer contribution / active EE | $7,323 | $2,598+181.8% | $3,574+104.9% | $1,974+271.0% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $309 | $130+138.6% | $5,333-94.2% | $95+227.4% |