Filed July 30, 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 |
|---|---|---|
ANCORA ADVISORS1+ years Filed as: ANCORA CAPITAL & MANAGEMENT GROUP L Service code 28 · EIN 94-3265385 | Investment Management | $68,042 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: J.P. MORGAN CHASE BANK, N.A. Service code 50 · EIN 13-4994650 | Direct Payment | $64,542 |
VAUGHAN NELSON INVESTMENT MGMT1+ years Service code 28 · EIN 04-3304963 | Investment Management | $37,324 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE ASSET MANAGEMENT, INC. Service code 28 · EIN 59-2385219 | Investment Management | $22,265 |
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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 | $0 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -2.62% | 4.01%-6.6pp | -2.01%-0.6pp | 1.67%-4.3pp |
| Employer contribution / active EE | $6,215 | $6,352-2.2% | $34,453-82.0% | $10,506-40.8% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |