Filed April 20, 2012 (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 |
|---|---|---|
STONEGATE INVESTMENT GROUP3 years Service code 27 · EIN 86-3675511 | Advisory (Plan) | $73,972 |
Filed as: ZEIGLAR CAPITAL MANAGEMENT Service code 28 · EIN 27-2347077 | Investment Management | $59,534 |
BLACKROCK3 years Filed as: BLACKROCK INVESTMENT MANAGEMENT Service code 28 · EIN 32-0174431 | Investment Management | $41,984 |
FIRST STATE TRUST COMPANY10+ years Service code 21 · EIN 13-3124172 | Bank Trustee | $31,350 |
MADISON INVESTMENT ADVISORS3 years Service code 28 · EIN 39-1194160 | Investment Management | $21,420 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 12.36% | 10.52%+1.8pp | -1.91%+14.3pp | 10.52%+1.8pp |
| Employer contribution / active EE | $0 | $15,140-100.0% | $30,241-100.0% | $15,140-100.0% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $0 | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |