Filed January 31, 2006 (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 |
|---|---|---|
Service code 13 · EIN 04-1590850 | Contract Administrator | $137,236 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $60,000 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $19,425 |
Service code 10 · EIN 52-0782497 | Accounting | $18,375 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
ARTISAN PARTNERS1 year Filed as: ARTISAN Service code 52 · EIN 39-1811840 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: DREYFUS Service code 52 · EIN 13-4193975 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
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 | $119,642 | $46,966+154.7% | $185,117-35.4% | $69,631+71.8% |
| Participation rate | 82.6% | 65.3%+17.3pp | 77.3%+5.3pp | 70.7%+11.9pp |
| Annual return | 19.14% | 22.36%-3.2pp | 40.50%-21.4pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $1,968 | $1,360+44.7% | $4,182-52.9% | $2,032-3.2% |
| Participant deferral / active EE | $7,260 | $3,017+140.6% | $5,045+43.9% | $3,224+125.2% |
| Admin fee / account holder | $364 | $94+287.8% | $8,159-95.5% | $110+229.5% |