Filed March 7, 2003 (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 |
|---|---|---|
USI CONSULTING GROUP4 years Service code 11 · EIN 06-1053228 | Actuarial | $65,505 |
THOMPSON HINE4 years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $36,495 |
CLEARSTEAD ADVISORS, LLC6+ years Filed as: CLEARSTEAD ADVISORS LLC Service code 16 · EIN 34-1597728 | Consulting | $17,044 |
PICKETT, CHANEY & MCMULLEN LLP6+ years Service code 10 · EIN 48-1246310 | Accounting | $9,900 |
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Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $458,700-100.0% | $458,700-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 46.5%-46.5pp | 39.9%-39.9pp | 43.7%-43.7pp |
| Annual return | -0.36% | 8.44%-8.8pp | 8.61%-9.0pp | 13.05%-13.4pp |
| Employer contribution / active EE | $25,141 | $36,715-31.5% | $33,046-23.9% | $37,664-33.3% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $33,172-100.0% | $33,172-100.0% | $31,365-100.0% |