Filed February 25, 2003
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 |
|---|---|---|
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 26 · EIN 82-1434504 | Advisory (Participants) | $31,000 |
KREISCHER MILLER10+ years Service code 10 · EIN 23-1980475 | Accounting | $20,440 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $13,977 |
Service code 26 · EIN 43-1451524 | Advisory (Participants) | $13,750 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $549 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,119 | $106,264+46.9% | $147,117+6.1% | $77,762+100.8% |
| Participation rate | 96.8% | 78.4%+18.4pp | 82.2%+14.6pp | 70.6%+26.2pp |
| Annual return | 13.72% | 56.94%-43.2pp | 420.54%-406.8pp | 31.27%-17.6pp |
| Employer contribution / active EE | $5,605 | $4,074+37.6% | $4,932+13.6% | $2,728+105.4% |
| Participant deferral / active EE | $6,432 | $8,003-19.6% | $8,065-20.2% | $4,651+38.3% |
| Admin fee / account holder | $217 | $334-35.2% | $12,993-98.3% | $433-49.9% |