Filed October 22, 2008
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 |
|---|---|---|
Filed as: DIMEO SCHNEIDER & AMP ASSOCIATES Service code 28 · EIN 36-4001764 | Investment Management | $21,523 |
FIDUCIARY INVESTMENT ADVISORS6+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $20,896 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $12,000 |
Filed as: VOYA RETIREMENT INSURANCE & ANN CO. Service code 50 · EIN 71-0294708 | Direct Payment | $220 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,897 | $84,948+138.8% | $70,492+187.8% | $73,415+176.4% |
| Participation rate | 97.9% | 79.9%+17.9pp | 75.1%+22.8pp | 72.2%+25.7pp |
| Annual return | 13.65% | 13.39%+0.3pp | 109.16%-95.5pp | 59.30%-45.6pp |
| Employer contribution / active EE | $2,896 | $2,834+2.2% | $2,738+5.8% | $2,234+29.6% |
| Participant deferral / active EE | $5,553 | $3,387+63.9% | $3,711+49.6% | $3,806+45.9% |
| Admin fee / account holder | $34 | $98-64.8% | $3,848-99.1% | $158-78.2% |