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; Finders' fees / placem... | $39,603 |
L M KOHN & COMPANY1 year Filed as: L.M. KOHN & COMPANY Service code 16 | Consulting | $11,909 |
GELMAN PENSION CONSULTING, INC.3+ years Filed as: GELMAN PENSION CONSULTING Service code 17 · EIN 13-3752538 | Pension Consulting | $4,647 |
L M KOHN & COMPANY1 year Filed as: L. M. KOHN & COMPANY Service code 16 10151 CARVER RD. · CINCINNATI, OH 45242 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $8,743 | $55,453-84.2% | $170,442-94.9% | $62,292-86.0% |
| Participation rate | 99.1% | 66.4%+32.7pp | 83.6%+15.5pp | 69.5%+29.5pp |
| Annual return | 15.13% | 21.38%-6.3pp | 205.93%-190.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $76 | $455-83.3% | $13,880-99.5% | $479-84.2% |