Filed January 21, 2003
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 |
|---|---|---|
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 99 · EIN 13-4109249 17605 WRIGHT ST · OMAHA, NE 68130 | Other Fees | $75,299 |
Service code 27 · EIN 61-1758632 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $55,679 |
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $50,708 |
PEERY & ASSOCIATES, INC.3 years Filed as: PEERY & ASSOCAITES, INC. Service code 15 · EIN 94-3274051 | Recordkeeping | $22,751 |
ACTIVE GRAPHICS, IC.2 years Filed as: ACTIVE CORE Service code 99 · EIN 26-2409128 5440 W 110TH STREET · SHAWNEE MISSION, KS 66211 | Other Fees | $14,812 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,745 | $50,458-39.1% | $159,960-80.8% | $64,808-52.6% |
| Participation rate | 96.9% | 68.0%+28.9pp | 78.0%+19.0pp | 71.5%+25.4pp |
| Annual return | -12.33% | -13.42%+1.1pp | 408.60%-420.9pp | 32.82%-45.1pp |
| Employer contribution / active EE | $2,743 | $1,722+59.3% | $4,226-35.1% | $2,506+9.4% |
| Participant deferral / active EE | $4,396 | $4,004+9.8% | $6,182-28.9% | $4,310+2.0% |
| Admin fee / account holder | $226 | $706-67.9% | $8,698-97.4% | $188+20.6% |