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 ADVISORS5+ years Filed as: DANA INVESTMENT ADVISORS, INC. Service code 27 · EIN 39-1512278 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $317,036-100.0% | - | $317,036-100.0% |
| Participation rate | 0.0% | 13.0%-13.0pp | 0.0%0pp | 13.0%-13.0pp |
| Annual return | 13.91% | 13.59%+0.3pp | 12.90%+1.0pp | 13.59%+0.3pp |
| Employer contribution / active EE | $118,866 | $14,592+714.6% | $53,929+120.4% | $14,592+714.6% |
| Participant deferral / active EE | $0 | $67-100.0% | $78-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | - | $29,657-100.0% |