Filed July 14, 2011
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 |
|---|---|---|
Filed as: PREFERRED PRODUCT NETWORK INC Service code 53 · EIN 42-1255850 | Insurance Commissions | $7,688 |
Service code 49 · EIN 04-1590850 | Other Services | $2,813 |
ALGER1 year Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $116,974 | $51,620+126.6% | $90,304+29.5% | $65,185+79.4% |
| Participation rate | 87.4% | 68.6%+18.7pp | 73.3%+14.1pp | 70.2%+17.2pp |
| Annual return | 21.49% | 24.94%-3.4pp | 78.13%-56.6pp | 29.38%-7.9pp |
| Employer contribution / active EE | $1,937 | $2,235-13.3% | $2,855-32.2% | $2,177-11.0% |
| Participant deferral / active EE | $6,306 | $2,871+119.7% | $3,885+62.3% | $3,514+79.5% |
| Admin fee / account holder | $23 | $384-94.0% | $5,354-99.6% | $847-97.3% |