Filed February 28, 1996
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: HIGHLAND CONSULTING ASSOCIATES INC Service code 16 159 CROCKER PARK BLVD SUITE 350 · CLEVELAND, OH 44145 | Consulting | $45,000 |
FLAGEL HUBER FLAGEL3+ years Service code 10 3400 SOUTH DIXIE DRIVE · DAYTON, OH 454392304 | Accounting | $17,550 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $11,477 |
Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $50 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Securities brokerage; Shareholder ser... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,906 | $88,730-14.5% | $82,312-7.8% | $77,958-2.6% |
| Participation rate | 58.3% | 84.5%-26.2pp | 76.9%-18.6pp | 71.6%-13.4pp |
| Annual return | 17.94% | 20.88%-2.9pp | 25.88%-7.9pp | 20.87%-2.9pp |
| Employer contribution / active EE | $1,516 | $2,758-45.0% | $2,428-37.6% | $2,310-34.4% |
| Participant deferral / active EE | $2,770 | $4,634-40.2% | $3,706-25.3% | $3,537-21.7% |
| Admin fee / account holder | $64 | $74-13.2% | $5,608-98.9% | $97-34.1% |