Filed August 29, 2001 (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.
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 49 · EIN 04-1590850 | Other Services | $299,291 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES CORP Service code 27 · EIN 06-1685865 | Advisory (Plan) | $32,500 |
MMA SECURITIES LLC4+ years Filed as: MMC SECURITIES CORP. Service code 27 · EIN 06-1685865 | Advisory (Plan) | $32,500 |
HARBOR2 years Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NORTHERN FUNDS2 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,382 | $26,810-24.0% | $76,518-73.4% | $73,367-72.2% |
| Participation rate | 34.5% | 34.6%-0.1pp | 68.0%-33.5pp | 69.5%-34.9pp |
| Annual return | -2.99% | 17.04%-20.0pp | -0.27%-2.7pp | 173.45%-176.4pp |
| Employer contribution / active EE | $250 | $503-50.2% | $2,647-90.5% | $2,499-90.0% |
| Participant deferral / active EE | $776 | $1,312-40.9% | $3,836-79.8% | $4,033-80.8% |
| Admin fee / account holder | $41 | $71-41.5% | $4,849-99.1% | $68-39.5% |