Filed January 6, 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 |
|---|---|---|
PARK AVENUE SECURITIES LLC2 years Filed as: PARK NATIONAL BANK Service code 21 · EIN 31-1198067 | Bank Trustee | $138,982 |
BAIRD FUNDS4 years Filed as: ROBERT BAIRD Service code 28 · EIN 39-6037917 | Investment Management | $12,342 |
Filed as: VAUGHAN NELSON INVESTMENT MANAGEMEN Service code 28 · EIN 04-3304963 | Investment Management | $8,517 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $267,477-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -10.00% | -10.35%+0.4pp | -38.86%+28.9pp | 2.78%-12.8pp |
| Employer contribution / active EE | $5,417 | $8,768-38.2% | $37,756-85.7% | $15,276-64.5% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |