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 |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE CAPITAL MGMT Service code 27 · EIN 22-3361201 | Advisory (Plan) | $66,684 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,746 |
Filed as: JPMCB Service code 27 · EIN 13-4994650 | Advisory (Plan) | $44,661 |
PNC BANK, N.A.3+ years Filed as: PNC Service code 19 · EIN 25-1211909 | Securities Custodian | $40,832 |
ANDCO CONSULTING1 year Service code 27 · EIN 59-3676225 | Advisory (Plan) | $37,500 |
FIDUCIARY MANAGEMENT, INC.2 years Filed as: FIDUCIARY MANAGEMENT INC Service code 27 · EIN 39-1346018 | Advisory (Plan) | $30,288 |
DANA INVESTMENT ADVISORS3+ years Service code 27 · EIN 39-1512278 | Advisory (Plan) | $19,537 |
PARMS & COMPANY3+ years Service code 27 · EIN 01-0548473 | Advisory (Plan) | $18,900 |
SAWGRASS ASSET MANAGEMENT3+ years Filed as: SAWGRASS ASSET MGMT Service code 27 · EIN 59-3488505 | Advisory (Plan) | $14,606 |
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 | $54,939 | $60,545-9.3% | $92,240-40.4% | $69,631-21.1% |
| Participation rate | 96.3% | 72.2%+24.2pp | 76.5%+19.8pp | 70.7%+25.6pp |
| Annual return | 17.52% | 19.71%-2.2pp | 176.29%-158.8pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $6,798 | $2,633+158.2% | $3,680+84.8% | $2,032+234.5% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $342 | $145+136.2% | $5,194-93.4% | $110+209.6% |