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 | $70,354 |
COMSTOCK ADVISORS8+ years Filed as: COMSTOCK VALUATION ADVISORS Service code 34 · EIN 34-1823071 | Valuation (appraisals, etc.) | $44,047 |
Filed as: HORIZON TRUST COMPANY Service code 28 · EIN 35-1560616 | Investment Management | $42,000 |
VONLEHMAN & COMPANY, INC.8+ years Service code 10 · EIN 31-0905417 | Accounting | $11,990 |
CHARLES SCHWAB & CO., INC.8+ years Service code 28 · EIN 94-1737782 | Investment Management | $10,360 |
ASCENSUS LLC2 years Filed as: ASCENSUS, INC. Service code 13 · EIN 11-3665754 | Contract Administrator | $8,679 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,301 | $46,332+120.8% | $143,799-28.9% | $64,819+57.8% |
| Participation rate | 98.8% | 64.2%+34.6pp | 80.3%+18.5pp | 71.5%+27.4pp |
| Annual return | -4.48% | -10.05%+5.6pp | -0.04%-4.4pp | 32.84%-37.3pp |
| Employer contribution / active EE | $15,792 | $1,911+726.3% | $4,952+218.9% | $2,507+529.9% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $1,260 | $154+718.6% | $14,677-91.4% | $188+570.6% |