Filed May 15, 2013
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.
| Provider | Service type | Compensation |
|---|---|---|
DANA INVESTMENT ADVISORS1+ years Filed as: DANA INVESTMENT ADVISORS, INC. Service code 27 · EIN 39-1512278 15800 WEST BLUEMOUND ROAD · BROOKFIELD, WI 53005 | Advisory (Plan) | $10,212 |
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 | $50,876-100.0% | $177,167-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 15.7%-15.7pp | 11.8%-11.8pp | 15.7%-15.7pp |
| Annual return | -1.82% | -7.14%+5.3pp | -2.52%+0.7pp | -7.14%+5.3pp |
| Employer contribution / active EE | $3,191 | $14,613-78.2% | $82,375-96.1% | $14,613-78.2% |
| Participant deferral / active EE | $0 | $60-100.0% | $201-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $1,917-100.0% | $1,191-100.0% |