Filed November 28, 2001 (most recent of 2 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 |
|---|---|---|
LT TRUST COMPANY1+ years Service code 15 · EIN 61-1607607 1675 BROADWAY · DENVER, CA 80202 | Recordkeeping | $51,651 |
Filed as: HANLON INVESTMENT MANAGEMENT Service code 27 · EIN 22-3723068 3393 BARGAINTOWN ROAD · EGG HARBOR, NJ 08234 | Advisory (Plan) | $39,081 |
HORIZON INVESTMENTS, LLC1+ years Service code 27 · EIN 27-1972251 13024 BALLATYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Advisory (Plan) | $13,269 |
Filed as: PINNACLE PORTFOLIO MGMT Service code 27 · EIN 20-1126571 6345 WOODSIDE CT. · COLUMBIA, MD 21046 | Advisory (Plan) | $9,371 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $104,355 | $60,165+73.4% | $74,184+40.7% | $55,167+89.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 9.28% | 10.00%-0.7pp | 17.74%-8.5pp | 169.23%-159.9pp |
| Employer contribution / active EE | $4,122 | $1,600+157.7% | $2,370+73.9% | $1,963+110.0% |
| Participant deferral / active EE | $4,459 | $2,973+50.0% | $3,550+25.6% | $3,054+46.0% |
| Admin fee / account holder | $630 | $419+50.3% | $5,586-88.7% | $504+25.1% |