Filed January 26, 1
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Claims processing; Inv... | $91,968 |
L M KOHN & COMPANY1 year Filed as: L.M. KOHN & COMPANY Service code 16 10151 CARVER ROAD · CINCINNATI, OH 45242 | Consulting | $25,634 |
GELMAN PENSION CONSULTING, INC.2+ years Filed as: GELMAN PENSION CONSULTING Service code 17 · EIN 13-3752538 | Pension Consulting | $8,176 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,292 | $36,916-50.4% | $156,551-88.3% | $57,658-68.3% |
| Participation rate | 22.7% | 63.4%-40.8pp | 84.0%-61.4pp | 70.2%-47.6pp |
| Annual return | 8.45% | 12.38%-3.9pp | 32.23%-23.8pp | 5.13%+3.3pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $888 | $1,926-53.9% | $4,871-81.8% | $3,061-71.0% |
| Admin fee / account holder | $149 | $82+80.9% | $13,028-98.9% | $95+57.9% |