Filed November 27, 2008 (most recent of 2 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 |
|---|---|---|
GREATBANC TRUST COMPANY2+ years Service code 21 · EIN 36-3681493 | Bank Trustee | $25,492 |
APPLE GROWTH PARTNERS2+ years Service code 10 6155 ROCKSIDE ROAD SUITE 400 · INDEPENDENCE, OH 44131 | Accounting | $10,600 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $10,039 |
MEADEN & MOORE, LTD.2+ years Filed as: MEADEN & MOORE, LTD Service code 10 · EIN 34-1818258 | Accounting | $8,300 |
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 | $83,702 | $60,349+38.7% | $74,184+12.8% | $62,881+33.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 10.05% | 21.38%-11.3pp | 17.74%-7.7pp | 20.14%-10.1pp |
| Employer contribution / active EE | $4,667 | $1,680+177.7% | $2,370+96.9% | $2,281+104.6% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $513 | $4,261-88.0% | $5,586-90.8% | $4,296-88.1% |