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 |
|---|---|---|
PALISADE CAPITAL MANAGEMENT4 years Filed as: PALISADE CAPITAL MANAGEMENT LLC Service code 27 · EIN 22-3330049 | Advisory (Plan) | $112,091 |
SAWGRASS ASSET MANAGEMENT9+ years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 27 · EIN 59-3488505 | Advisory (Plan) | $88,153 |
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $81,056 |
MONDRIAN INVESTMENT GROUP9+ years Service code 27 · EIN 56-2475915 | Advisory (Plan) | $68,308 |
Filed as: PRINCIPAL FINANCIAL GROUP INC Service code 15 · EIN 42-1520346 | Recordkeeping | $37,409 |
MCCREADY & KEENE INC.9+ years Filed as: MCCREADY AND KEENE, INC. Service code 27 · EIN 35-0500670 | Advisory (Plan) | $33,450 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $12,075 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $422,209-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.4%-2.4pp |
| Annual return | 11.60% | 9.98%+1.6pp | 12.68%-1.1pp | 22.81%-11.2pp |
| Employer contribution / active EE | $0 | $15,842-100.0% | $41,626-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $285-100.0% | $96-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,609-100.0% | $85,222-100.0% |