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 year Filed as: ANCORA CAPITAL & MANAGEMENT GROUP Service code 28 · EIN 94-3265385 | Investment Management | $110,047 |
THE BANK OF NEW YORK MELLON2 years Filed as: THE BANK OF NY MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Trustee... | $35,103 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 8.98% | 35.98%-27.0pp | 10.75%-1.8pp | 15.63%-6.7pp |
| Employer contribution / active EE | $4,523 | $8,396-46.1% | $35,170-87.1% | $11,476-60.6% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |