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 | $45,835 |
Filed as: HORIZON TRUST COMPANY Service code 28 · EIN 35-1560616 | Investment Management | $18,000 |
ESOP ECONOMICS3 years Service code 49 · EIN 23-2860299 | Other Services | $16,793 |
CHARLES SCHWAB & CO., INC.4+ years Service code 28 · EIN 94-1737782 | Investment Management | $15,213 |
COMSTOCK ADVISORS4+ years Filed as: COMSTOCK VALUATION ADVISORS Service code 34 · EIN 34-1823071 | Valuation (appraisals, etc.) | $10,922 |
VONLEHMAN & COMPANY, INC.4+ years Service code 10 · EIN 31-0905417 | Accounting | $9,940 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,434 | $47,977-1.1% | $154,111-69.2% | $56,287-15.7% |
| Participation rate | 99.5% | 66.2%+33.3pp | 83.0%+16.5pp | 69.9%+29.6pp |
| Annual return | 49.95% | 3.54%+46.4pp | 735.18%-685.2pp | -9.96%+59.9pp |
| Employer contribution / active EE | $2,857 | $2,169+31.7% | $5,298-46.1% | $2,111+35.3% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $202 | $438-54.0% | $13,411-98.5% | $521-61.3% |