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 ADVISORS4+ years Filed as: DANA INVESTMENT ADVISORS, INC. Service code 27 · EIN 39-1512278 | Advisory (Plan) | $8,336 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $105,125-100.0% | $311,837-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 14.6%-14.6pp | 5.3%-5.3pp | 14.6%-14.6pp |
| Annual return | -4.15% | 10.56%-14.7pp | 4677.09%-4681.2pp | 10.56%-14.7pp |
| Employer contribution / active EE | $23,148 | $13,643+69.7% | $49,501-53.2% | $13,643+69.7% |
| Participant deferral / active EE | $0 | $62-100.0% | $312-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | - | $3,354-100.0% |