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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-4238973 | Contract Administrator | $44,645 |
CHARLES SCHWAB & CO., INC.3+ years Service code 28 · EIN 94-1737782 | Investment Management | $23,597 |
ESOP ECONOMICS2 years Service code 49 · EIN 23-2860299 | Other Services | $10,682 |
COMSTOCK ADVISORS3+ years Filed as: COMSTOCK VALUATION ADVISORS Service code 34 · EIN 34-1823071 | Valuation (appraisals, etc.) | $9,913 |
VONLEHMAN & COMPANY, INC.3+ years Service code 10 · EIN 31-0905417 | Accounting | $9,665 |
Service code 21 · EIN 81-3164277 | Bank Trustee | $9,483 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,977 | $55,453-42.3% | $170,435-81.2% | $62,293-48.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.75% | 21.38%-10.6pp | 205.94%-195.2pp | 28.90%-18.1pp |
| Employer contribution / active EE | $2,674 | $2,164+23.6% | $5,432-50.8% | $2,042+30.9% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $184 | $455-59.7% | $13,881-98.7% | $479-61.7% |