Filed January 23, 2006 (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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $90,859 |
THOMPSON HINE1 year Service code 99 · EIN 34-0575300 | Other Fees | $21,973 |
CARON & BLETZER, PLLC1 year Filed as: CARON BIETZER, PLLC Service code 99 · EIN 04-3499945 | Other Fees | $15,000 |
MORNINGSTAR6 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $13,123 |
Filed as: ONEDIGITAL Service code 99 · EIN 82-1434504 | Other Fees | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,007 | $50,919+159.2% | $155,556-15.1% | $77,762+69.8% |
| Participation rate | 93.8% | 63.1%+30.7pp | 78.2%+15.5pp | 70.6%+23.2pp |
| Annual return | 15.71% | 34.84%-19.1pp | 64.84%-49.1pp | 31.27%-15.6pp |
| Employer contribution / active EE | $3,065 | $1,991+53.9% | $4,675-34.5% | $2,728+12.3% |
| Participant deferral / active EE | $8,123 | $2,824+187.6% | $5,631+44.3% | $4,651+74.6% |
| Admin fee / account holder | $140 | $437-68.1% | $15,885-99.1% | $433-67.8% |