Filed July 18, 2006 (most recent of 2 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 |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC2+ years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 28 · EIN 23-2211143 | Investment Management | $926,980 |
REGIONS BANK2+ years Filed as: REGIONS MORGAN KEEGAN TRUST Service code 21 · EIN 63-0371391 | Bank Trustee | $55,188 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $35,636-100.0% | $111,575-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 1.8%-1.8pp |
| Annual return | 10.21% | 5.03%+5.2pp | 18.87%-8.7pp | 7.18%+3.0pp |
| Employer contribution / active EE | $40,437 | $10,273+293.6% | $19,828+103.9% | $13,095+208.8% |
| Participant deferral / active EE | $0 | $49-100.0% | $68-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $262-100.0% | $362-100.0% |