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 | Recordkeeping and information managem... | $113,119 |
L M KOHN & COMPANY4 years Filed as: L.M. KOHN & COMPANY Service code 16 10151 CARVER ROAD · CINCINNATI, OH 45242 | Consulting | $36,380 |
GELMAN PENSION CONSULTING, INC.5+ years Filed as: GELMAN PENSION CONSULTING Service code 17 · EIN 13-3752538 | Pension Consulting | $14,237 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,674 | $62,928-68.7% | $172,739-88.6% | $67,579-70.9% |
| Participation rate | 33.3% | 64.5%-31.1pp | 82.6%-49.3pp | 71.3%-37.9pp |
| Annual return | 20.05% | 30.36%-10.3pp | 802.84%-782.8pp | 378.56%-358.5pp |
| Employer contribution / active EE | $424 | $1,636-74.1% | $5,143-91.8% | $2,148-80.3% |
| Participant deferral / active EE | $1,350 | $2,145-37.1% | $5,198-74.0% | $3,539-61.9% |
| Admin fee / account holder | $160 | $167-3.7% | $13,954-98.9% | $142+12.7% |