Filed May 28, 2010 (most recent of 4 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 |
|---|---|---|
ASCENSUS LLC2 years Filed as: FUTUREPLAN CONSULTING - FORT WAYNE Service code 13 | Contract Administrator | $32,427 |
Filed as: MML INVESTORS SERVICES INC Service code 53 | Insurance Commissions | $24,433 |
Service code 10 | Accounting | $11,000 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
CARL IVKA5 years Filed as: CARL B COOLIDGE Service code 53 2467 DEMERE RD · SAINT SIMONS ISLAND, GA 31522 | Insurance Commissions | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 13 · EIN 11-3665754 | Contract Administrator | $0 |
INVESCO2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,448 | $61,473-3.3% | $81,930-27.4% | $73,409-19.0% |
| Participation rate | 99.8% | 72.4%+27.4pp | 72.0%+27.8pp | 72.2%+27.6pp |
| Annual return | 14.04% | 28.26%-14.2pp | 29.49%-15.4pp | 59.29%-45.2pp |
| Employer contribution / active EE | $1,889 | $1,898-0.4% | $4,310-56.2% | $2,234-15.4% |
| Participant deferral / active EE | $3,893 | $3,080+26.4% | $7,107-45.2% | $3,805+2.3% |
| Admin fee / account holder | $22 | $125-82.6% | $5,158-99.6% | $158-86.2% |