Filed December 9, 1998 (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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $121,000 |
Filed as: MERRILL LYNCH Service code 19 420 N 20TH ST SUITE 2600 · BIRMINGHAM, AL 35203 | Securities Custodian | $70,295 |
Filed as: FIDELITY INVESTMENTS Service code 19 PO BOX 77001 · CINCINNATI, OH 452770002 | Securities Custodian | $13,049 |
Filed as: ADVISORS INNER CIRCLE CAMBIAR SMALL Service code 49 · EIN 23-3040006 | Other Services | $0 |
MANAGERS FUNDS1+ years Filed as: AMG DISTRIBUTORS INC Service code 15 AMG SYSTEMATIC MID CAP VAL INT · GREENWICH, CT 06830 | Recordkeeping | $0 |
BLACKROCK1+ years Filed as: BLACKROCK FUNDS BLACKROCK LOW DUR B Service code 15 · EIN 04-6171663 | Recordkeeping | $0 |
BLACKROCK1+ years Filed as: BLACKROCK FUNDS BLACKROCK STRAT INC Service code 49 · EIN 04-6171663 | Other Services | $0 |
BLACKROCK1+ years Filed as: BLAKROCK FUNDS BLACKROCK STRATEGIC Service code 15 · EIN 04-6171663 | Recordkeeping | $0 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE FUNDS DELAWARE INV SM CAP Service code 15 · EIN 23-2450217 | Recordkeeping | $0 |
EATON VANCE1+ years Filed as: EATON VANCE RETAIL FDS E V INC FUND Service code 49 · EIN 04-2718215 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,854 | $88,324+139.9% | $115,038+84.2% | $55,191+283.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | -1.70% | 6.30%-8.0pp | 26.14%-27.8pp | 10.78%-12.5pp |
| Employer contribution / active EE | $7,210 | $2,805+157.1% | $4,608+56.5% | $1,899+279.7% |
| Participant deferral / active EE | $4,437 | $5,042-12.0% | $6,026-26.4% | $3,046+45.7% |
| Admin fee / account holder | $454 | $105+330.5% | $8,175-94.5% | $91+399.7% |