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 ADVISORS2+ years Filed as: ANCORA CAPITAL & MANAGEMENT GROUP L Service code 28 · EIN 94-3265385 | Investment Management | $77,548 |
Filed as: BNY MELLON ASSET SERVICING Service code 50 · EIN 13-5160382 | Direct Payment | $32,945 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE ASSET MANAGEMENT, INC. Service code 28 · EIN 59-2385219 | Investment Management | $23,588 |
VAUGHAN NELSON INVESTMENT MGMT2+ years Service code 28 · EIN 04-3304963 | Investment Management | $18,893 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: J.P. MORGAN CHASE BANK, N.A. Service code 50 · EIN 13-4994650 | Direct Payment | $17,341 |
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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 | $0 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 1.14% | 9.41%-8.3pp | 5.00%-3.9pp | 9.19%-8.1pp |
| Employer contribution / active EE | $5,916 | $8,353-29.2% | $35,918-83.5% | $12,608-53.1% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |