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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,135 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,176 |
AB FUNDS3 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CALVERT3 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS3 years Service code 52 · EIN 22-3468527 | 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 | $37,713 | $66,124-43.0% | $90,461-58.3% | $73,497-48.7% |
| Participation rate | 95.8% | 69.7%+26.1pp | 72.7%+23.1pp | 70.7%+25.1pp |
| Annual return | 4.50% | 17.65%-13.2pp | 1294.76%-1290.3pp | 28.51%-24.0pp |
| Employer contribution / active EE | $3,272 | $2,346+39.5% | $3,264+0.3% | $2,270+44.2% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $162 | $396-59.0% | $5,617-97.1% | $513-68.3% |