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 28 · EIN 34-1753575 | Investment Management | $25,706 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 13 · EIN 42-0127290 | Contract Administrator | $15,583 |
FLAGEL HUBER FLAGEL2 years Filed as: FLAGEL HUBER AND FLAGEL Service code 10 · EIN 31-0796034 | Accounting | $15,250 |
Filed as: PRINCIPAL BANK Service code 21 · EIN 42-1466678 | Bank Trustee | $13,222 |
THOMPSON HINE8 years Service code 29 · EIN 34-0575300 | Legal | $10,343 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | 11.00% | 146.80%-135.8pp | 20.18%-9.2pp | 22.81%-11.8pp |
| Employer contribution / active EE | $11,562 | $13,016-11.2% | $29,108-60.3% | $18,290-36.8% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |