Filed September 2, 2004 (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 |
|---|---|---|
Filed as: HANTZ FINANCIAL SERVICES, INC. Service code 27 · EIN 38-3431708 | Advisory (Plan) | $35,119 |
Service code 49 · EIN 04-1590850 | Other Services | $18,784 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
GLENMEDE2 years Service code 52 · EIN 23-1512117 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,594 | $88,515-41.7% | $162,163-68.2% | $67,579-23.7% |
| Participation rate | 97.0% | 86.8%+10.2pp | 87.6%+9.4pp | 71.3%+25.7pp |
| Annual return | 20.45% | 27.04%-6.6pp | 115.59%-95.1pp | 378.56%-358.1pp |
| Employer contribution / active EE | $1,631 | $3,563-54.2% | $5,614-70.9% | $2,148-24.1% |
| Participant deferral / active EE | $3,393 | $5,724-40.7% | $7,298-53.5% | $3,539-4.1% |
| Admin fee / account holder | $104 | $124-16.0% | $10,843-99.0% | $142-27.0% |