Filed November 9, 2005 (most recent of 4 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: DALTON GREINER HARTMAN MAHER, LLC Service code 27 · EIN 59-3418454 | Advisory (Plan) | $115,036 |
MONDRIAN INVESTMENT GROUP4+ years Service code 27 · EIN 56-2475915 | Advisory (Plan) | $94,801 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $69,941 |
SAWGRASS ASSET MANAGEMENT4+ years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 27 · EIN 59-3488505 | Advisory (Plan) | $63,675 |
MCCREADY & KEENE INC.4+ years Filed as: MCCREADY AND KEENE, INC. Service code 11 · EIN 35-0500670 | Actuarial | $55,404 |
THE LONDON COMPANY4+ years Service code 27 · EIN 54-1703318 | Advisory (Plan) | $50,996 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 56-1135102 | Recordkeeping | $46,695 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $7,300 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | -7.72% | -1.53%-6.2pp | -2.18%-5.5pp | -0.69%-7.0pp |
| Employer contribution / active EE | $0 | $14,498-100.0% | $38,751-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |