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 49 · EIN 04-1590850 | Other Services | $165,027 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $60,000 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $19,950 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 52 · EIN 13-4193975 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 | 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 | $166,997 | $56,152+197.4% | $185,861-10.1% | $73,412+127.5% |
| Participation rate | 91.9% | 67.6%+24.3pp | 78.0%+13.8pp | 72.2%+19.7pp |
| Annual return | 14.63% | 17.59%-3.0pp | 35.96%-21.3pp | 59.30%-44.7pp |
| Employer contribution / active EE | $2,622 | $1,532+71.2% | $4,088-35.9% | $2,234+17.4% |
| Participant deferral / active EE | $9,618 | $3,659+162.8% | $5,634+70.7% | $3,806+152.7% |
| Admin fee / account holder | $625 | $132+373.5% | $9,503-93.4% | $158+296.0% |