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 | Shareholder servicing fees; Participa... | $34,647 |
L M KOHN & COMPANY6 years Filed as: L.M. KOHN & COMPANY Service code 16 | Consulting | $10,864 |
GELMAN PENSION CONSULTING, INC.8+ years Service code 16 · EIN 13-3752538 | Consulting | $3,631 |
L M KOHN & COMPANY3 years Filed as: LM KOHN & COMPANY Service code 16 10151 CARVER RD · CINCINNATI, OH 45242 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,433 | $73,863-91.3% | $143,797-95.5% | $68,490-90.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -21.04% | 0.91%-21.9pp | -0.04%-21.0pp | -7.85%-13.2pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $78 | $5,756-98.6% | $14,679-99.5% | $5,403-98.5% |