Filed January 5, 1996
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 |
|---|---|---|
Filed as: JOHN MASON Service code 16 4697 AUTUMN GLORY WAY · CHANTILLY, VA 20151 | Consulting | $24,613 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,561 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $623 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $422 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,715 | $98,750-19.3% | $149,696-46.7% | $79,858-0.2% |
| Participation rate | 73.7% | 75.8%-2.1pp | 82.5%-8.8pp | 69.6%+4.1pp |
| Annual return | 10.66% | 27.43%-16.8pp | 276.60%-265.9pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,495 | $3,216-53.5% | $4,644-67.8% | $2,471-39.5% |
| Participant deferral / active EE | $6,208 | $5,680+9.3% | $6,842-9.3% | $3,740+66.0% |
| Admin fee / account holder | $241 | $6,053-96.0% | $9,309-97.4% | $5,306-95.5% |