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 |
|---|---|---|
SAWGRASS ASSET MANAGEMENT6+ years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 27 · EIN 59-3488505 | Advisory (Plan) | $87,363 |
MONDRIAN INVESTMENT GROUP6+ years Service code 27 · EIN 56-2475915 | Advisory (Plan) | $82,461 |
Filed as: PALISADE CAPITAL MANAGEMENT LLC Service code 27 · EIN 22-3330049 | Advisory (Plan) | $78,984 |
CITIBANK1 year Filed as: CITIBANK NA Service code 27 · EIN 13-5266470 | Advisory (Plan) | $64,595 |
Filed as: DALTON GREINER HARTMAN MAHER, LLC Service code 27 · EIN 59-3418454 | Advisory (Plan) | $59,009 |
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $55,340 |
MCCREADY & KEENE INC.6+ years Filed as: MCCREADY AND KEENE, INC. Service code 11 · EIN 35-0500670 | Actuarial | $54,695 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 56-1135102 | Recordkeeping | $39,586 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 | Accounting | $8,138 |
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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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.7%-1.7pp |
| Annual return | 13.20% | 10.61%+2.6pp | 9.52%+3.7pp | 627.08%-613.9pp |
| Employer contribution / active EE | $0 | $21,392-100.0% | $41,951-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |