Filed June 10, 2005
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 |
|---|---|---|
SNOWDEN CAPITAL ADVISORS LLC2 years Service code 27 540 MADISON AVE 9TH FL · NEW YORK, NY 10022 | Advisory (Plan) | $35,599 |
AMERICAN FUNDS5+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Directed Trustee | $17,319 |
THOMPSON HINE1 year Filed as: THOMPSON GREENSPON & CO PC Service code 99 4035 RIDGE TOP RD STE 700 · FAIRFAX, VA 22030 | Other Fees | $5,400 |
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 | $148,877 | $89,652+66.1% | $141,177+5.5% | $65,185+128.4% |
| Participation rate | 99.1% | 74.7%+24.4pp | 82.5%+16.7pp | 70.2%+28.9pp |
| Annual return | 24.22% | 32.79%-8.6pp | 71.40%-47.2pp | 29.38%-5.2pp |
| Employer contribution / active EE | $5,542 | $3,065+80.8% | $4,736+17.0% | $2,177+154.6% |
| Participant deferral / active EE | $8,932 | $5,691+56.9% | $6,710+33.1% | $3,514+154.2% |
| Admin fee / account holder | $374 | $569-34.2% | $10,263-96.4% | $847-55.9% |