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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,007 | $50,815+159.8% | $155,509-15.1% | $77,643+70.0% |
| Participation rate | 93.8% | 63.1%+30.7pp | 78.2%+15.6pp | 70.6%+23.2pp |
| Annual return | 15.71% | 34.80%-19.1pp | 64.67%-49.0pp | 31.24%-15.5pp |
| Employer contribution / active EE | $3,065 | $1,993+53.8% | $4,672-34.4% | $2,726+12.4% |
| Participant deferral / active EE | $8,123 | $2,822+187.8% | $5,626+44.4% | $4,647+74.8% |
| Admin fee / account holder | $140 | $437-68.0% | $15,912-99.1% | $430-67.6% |