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 |
|---|---|---|
Service code 13 · EIN 13-4238973 | Contract Administrator | $58,249 |
CHARLES SCHWAB & CO., INC.2+ years Service code 28 · EIN 94-1737782 | Investment Management | $27,192 |
VONLEHMAN & COMPANY, INC.2+ years Service code 10 · EIN 31-0905417 | Accounting | $14,870 |
DINSMORE & SHOHL LLP1 year Service code 29 · EIN 31-0263070 | Legal | $10,928 |
COMSTOCK ADVISORS2+ years Filed as: COMSTOCK VALUATION ADVISORS Service code 34 · EIN 34-1823071 | Valuation (appraisals, etc.) | $9,926 |
ESOP ECONOMICS1 year Service code 49 · EIN 23-2860299 | Other Services | $6,360 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,147 | $46,732-33.3% | $156,551-80.1% | $55,167-43.5% |
| Participation rate | 98.6% | 65.8%+32.8pp | 84.0%+14.6pp | 69.0%+29.6pp |
| Annual return | 9.56% | 17.72%-8.2pp | 32.23%-22.7pp | 169.23%-159.7pp |
| Employer contribution / active EE | $2,273 | $2,105+8.0% | $5,501-58.7% | $1,963+15.8% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $215 | $418-48.6% | $13,028-98.3% | $504-57.3% |