Filed January 6, 2006
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 |
|---|---|---|
KATZ, SAPPER & MILLER1 year Filed as: KATZ SAPPER & MILLER Service code 70 DEPARTMENT 235 · INDIANAPOLIS, IN 462067096 | Consulting Fees | $10,000 |
KATZ, SAPPER & MILLER1 year Service code 70 DEPARTMENT 235 · INDIANAPOLIS, IN 462067096 | Consulting Fees | $7,750 |
Filed as: CASSADY SCHILLER CPAS & ADVISORS Service code 70 4555 LAKE FOREST DRIVE · CINCINNATI, OH 45242 | Consulting Fees | $7,000 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,105 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,929 | $89,465+26.2% | $165,071-31.6% | $77,736+45.3% |
| Participation rate | 97.7% | 78.6%+19.0pp | 78.6%+19.1pp | 70.6%+27.1pp |
| Annual return | 12.16% | 28.86%-16.7pp | 70.17%-58.0pp | 31.26%-19.1pp |
| Employer contribution / active EE | $5,304 | $2,565+106.8% | $4,347+22.0% | $2,728+94.4% |
| Participant deferral / active EE | $7,838 | $4,904+59.8% | $6,035+29.9% | $4,651+68.5% |
| Admin fee / account holder | $208 | $340-38.8% | $12,695-98.4% | $433-52.0% |