Filed January 3, 2011
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 13 · EIN 31-1585572 2176 HEWITT AVE, STE A · KETTERING, OH 45440 | Contract Administrator | $19,034 |
TWG BENEFITS, INC.5 years Service code 64 · EIN 36-4028918 400 SKOKIE BLVD., STE 415 · NORTHBROOK, IL 60062 | Recordkeeping Fees | $17,521 |
IRONSHORE FINANCIAL, LLC5 years Service code 51 · EIN 82-5023101 411 WALNUT STREET, #16760 · GREEN COVE SPRINGS, FL 32043 | Investment Mgmt Fees | $13,000 |
SOUND SHORE1 year Filed as: SOUND FINANCIAL INVESTMENT MGMT Service code 16 · EIN 16-1639772 320 JAMES BOHANAN MEMORIAL DR. · VANDALIA, OH 45377 | Consulting | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,501 | $50,127-49.1% | $149,673-83.0% | $80,160-68.2% |
| Participation rate | 18.6% | 64.3%-45.7pp | 78.8%-60.2pp | 72.9%-54.4pp |
| Annual return | 16.27% | 29.82%-13.5pp | 134.42%-118.1pp | 40.38%-24.1pp |
| Employer contribution / active EE | $197 | $1,865-89.5% | $4,818-95.9% | $2,978-93.4% |
| Participant deferral / active EE | $499 | $3,194-84.4% | $5,680-91.2% | $5,017-90.1% |
| Admin fee / account holder | $184 | $153+20.3% | $13,210-98.6% | $145+26.7% |