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 COMPANY3+ years Service code 21 · EIN 36-3681493 | Bank Trustee | $30,619 |
CROWE LLP3+ years Filed as: CROWE HORWATH LLP Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $13,574 |
APPLE GROWTH PARTNERS3+ years Service code 10 6155 ROCKSIDE ROAD SUITE 400 · INDEPENDENCE, OH 44131 | Accounting | $12,200 |
MEADEN & MOORE, LTD.3+ 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.)
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 | $82,116 | $67,602+21.5% | $82,312-0.2% | $70,126+17.1% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.9%+19.8pp | 69.5%+27.2pp |
| Annual return | 5.26% | 21.57%-16.3pp | 25.88%-20.6pp | 73.15%-67.9pp |
| Employer contribution / active EE | $4,393 | $1,755+150.3% | $2,428+80.9% | $2,343+87.6% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $549 | $4,512-87.8% | $5,608-90.2% | $4,645-88.2% |