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 COMPANY7+ years Service code 15 · EIN 61-1607607 5975 S. QUEBEC ST · CENTENNIAL, CO 80111 | Recordkeeping | $71,280 |
Filed as: TRANSAMERICA FINANCIAL ADVISORS Service code 26 · EIN 59-2476008 570 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $27,007 |
HORIZON INVESTMENTS, LLC7+ years Service code 27 · EIN 27-1972251 13024 BALLATYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Advisory (Plan) | $13,466 |
Filed as: PINNACLE PORTFOLIO MGMT Service code 27 · EIN 20-1126571 6345 WOODSIDE CT. · COLUMBIA, MD 21046 | Advisory (Plan) | $11,860 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST Service code 27 · EIN 62-1549435 5975 S. QUEBEC ST · CENTENNIAL, CO 80111 | Advisory (Plan) | $10,803 |
Filed as: HANLON INVESTMENT MANAGEMENT Service code 27 · EIN 22-3723068 3393 BARGAINTOWN ROAD · EGG HARBOR, NJ 08234 | Advisory (Plan) | $4,887 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,936 | $65,453+86.3% | $86,698+40.6% | $66,938+82.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -18.52% | -10.89%-7.6pp | 35.95%-54.5pp | 1.58%-20.1pp |
| Employer contribution / active EE | $2,590 | $2,154+20.2% | $2,837-8.7% | $2,545+1.7% |
| Participant deferral / active EE | $5,700 | $4,102+39.0% | $4,656+22.4% | $4,238+34.5% |
| Admin fee / account holder | $759 | $642+18.3% | $7,493-89.9% | $594+27.9% |