Filed October 30, 2002
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $20,458 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,237 |
AB FUNDS2 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CALVERT2 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS2 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,092 | $51,620-34.0% | $90,324-62.3% | $65,186-47.7% |
| Participation rate | 97.1% | 68.6%+28.5pp | 73.3%+23.8pp | 70.2%+26.9pp |
| Annual return | 5.07% | 24.94%-19.9pp | 78.15%-73.1pp | 29.39%-24.3pp |
| Employer contribution / active EE | $2,771 | $2,235+24.0% | $2,856-3.0% | $2,177+27.3% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $126 | $384-67.2% | $5,356-97.6% | $847-85.1% |