Filed February 11, 2011 (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 |
|---|---|---|
DANA INVESTMENT ADVISORS2+ years Filed as: DANA INVESTMENT ADVISORS, INC. Service code 27 15800 BLUEMOUND RD., SUITE 250 · BROOKFIELD, WI 53005 | Advisory (Plan) | $194,832 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 HARBORSIDE FINANCIAL CENTER · JERSEY CITY, NJ 07311 | Advisory (Plan) | $45,118 |
STANDARD RETIREMENT SERVICES2+ years Filed as: STANDARD RETIREMENT SERVICES, INC. Service code 11 1100 SW SIXTH AVENUE, P9 · PORTLAND, OR 97204 | Actuarial | $29,318 |
JONES & ROTH, PC2+ years Filed as: JONES & ROTH, P.C. Service code 10 432 WEST 11TH AVENUE · EUGENE, OR 97401 | Accounting | $15,200 |
DIETRICH & ASSOCIATES1 year Service code 17 1000 GERMANTOWN PIKE · PLYMOUTH MEETING, PA 19462 | Pension Consulting | $15,000 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 19 4380 S.W. MACADAM AVE. · PORTLAND, OR 972396407 | Securities Custodian | $10,430 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 2.91% | 45.66%-42.7pp | 5.00%-2.1pp | 11.88%-9.0pp |
| Employer contribution / active EE | $13,051 | $9,637+35.4% | $35,918-63.7% | $14,612-10.7% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |