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 ADVISORS4+ years Filed as: ANCORA CAPITAL & MANAGEMENT GROUP L Service code 28 · EIN 94-3265385 | Investment Management | $66,482 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON ASSET SERVICING Service code 50 · EIN 13-5160382 | Direct Payment | $30,180 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE ASSET MANAGEMENT, INC. Service code 28 · EIN 59-2385219 | Investment Management | $7,120 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -4.31% | 9.64%-14.0pp | -102.04%+97.7pp | 33.37%-37.7pp |
| Employer contribution / active EE | $5,200 | $8,034-35.3% | $36,232-85.6% | $11,253-53.8% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |