Filed October 25, 2011 (most recent of 3 filings on file)
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 |
|---|---|---|
TRANSITION FINANCE STRATEGIES, LLC10+ years Service code 13 · EIN 13-4238973 | Contract Administrator | $107,318 |
GREATBANC TRUST COMPANY1 year Filed as: GREATBANC Service code 21 · EIN 36-3681493 | Bank Trustee | $23,300 |
VONLEHMAN & COMPANY, INC.10+ years Service code 10 · EIN 31-0905417 | Accounting | $13,600 |
COMSTOCK ADVISORS10+ years Filed as: COMSTOCK VALUATION ADVISORS Service code 34 · EIN 34-1823071 | Valuation (appraisals, etc.) | $12,378 |
CHARLES SCHWAB & CO., INC.10+ years Service code 28 · EIN 94-1737782 | Investment Management | $9,373 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,062 | $50,919+145.6% | $155,556-19.6% | $77,762+60.8% |
| Participation rate | 98.5% | 63.1%+35.4pp | 78.2%+20.3pp | 70.6%+27.9pp |
| Annual return | 13.39% | 34.84%-21.4pp | 64.84%-51.4pp | 31.27%-17.9pp |
| Employer contribution / active EE | $15,680 | $1,991+687.4% | $4,675+235.4% | $2,728+474.8% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $239 | $437-45.2% | $15,885-98.5% | $433-44.7% |