Filed June 7, 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 |
|---|---|---|
THURSTON SPRINGER MILLER1 year Service code 26 · EIN 35-1493200 | Advisory (Participants) | $16,509 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION ADVISORS, LTD Service code 17 9265 COUNSELORS ROW, STE 105 · INDIANAPOLIS, IN 46240 | Pension Consulting | $11,570 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $162 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
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 | $21,962 | $46,173-52.4% | $170,435-87.1% | $69,631-68.5% |
| Participation rate | 78.7% | 63.9%+14.8pp | 83.6%-4.9pp | 70.7%+8.0pp |
| Annual return | 12.21% | 21.62%-9.4pp | 205.94%-193.7pp | 27571.02%-27558.8pp |
| Employer contribution / active EE | $1,707 | $1,610+6.0% | $5,432-68.6% | $2,032-16.0% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |