Filed May 2, 2018 (most recent of 6 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 |
|---|---|---|
VISION ESOP VALUATION3 years Filed as: VISION ESOP VALUATION, LLC Service code 34 · EIN 82-5516548 | Valuation (appraisals, etc.) | $13,000 |
WATKINS ROSS6 years Filed as: WATKINS ROSS & CO Service code 15 · EIN 38-1477362 | Recordkeeping | $8,648 |
BEENE GARTER LLP2 years Service code 10 · EIN 38-1337372 | Accounting | $6,713 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 200 DRYDEN RD · DRESHER, PA 19025 | Other Services | $2,550 |
VARNUM LLP6 years Filed as: VARNUM, RIDDERING, SCHMIDT & HOWLET Service code 29 · EIN 38-1294924 | Legal | $285 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,583 | $79,438-32.5% | $106,555-49.7% | $79,391-32.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | 3.67% | 18.27%-14.6pp | 26.80%-23.1pp | 116.88%-113.2pp |
| Employer contribution / active EE | $3,148 | $2,235+40.9% | $2,819+11.7% | $2,428+29.7% |
| Participant deferral / active EE | $0 | $3,824-100.0% | $4,399-100.0% | $4,046-100.0% |
| Admin fee / account holder | $212 | $523-59.4% | $7,408-97.1% | $627-66.1% |