Filed March 27, 2011 (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 |
|---|---|---|
DANA INVESTMENT ADVISORS1+ years Service code 21 · EIN 39-1512278 | Bank Trustee | $67,891 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 24 · EIN 36-2085229 | Discretionary Trustee | $18,959 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,809 | $62,324-60.2% | $68,509-63.8% | $55,191-55.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 74.7%+25.3pp | 69.2%+30.8pp |
| Annual return | -0.10% | 4.26%-4.4pp | 8.27%-8.4pp | 10.78%-10.9pp |
| Employer contribution / active EE | $2,444 | $2,223+9.9% | $2,278+7.3% | $1,899+28.7% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $3,382-100.0% | $3,046-100.0% |
| Admin fee / account holder | $109 | $91+19.4% | $5,275-97.9% | $91+20.2% |