Filed December 30, 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 |
|---|---|---|
NOBLE-DAVIS CONSULTING, INC.6+ years Service code 13 · EIN 34-1723189 6190 COCHRAN RD · SOLON, OH 44139 | Contract Administrator | $188,925 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD., SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $106,240 |
CHARLES SCHWAB & CO., INC.3 years Filed as: REA & ASSOCIATES, INC. Service code 10 · EIN 34-1310124 6300 ROCKSIDE RD · CLEVELAND, OH 44131 | Accounting | $10,500 |
MID ATLANTIC CAPITAL CORPORATION6+ years Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 26-0010549 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,615 | $79,519-2.4% | $95,964-19.1% | $73,412+5.7% |
| Participation rate | 86.1% | 81.2%+4.9pp | 77.1%+9.0pp | 72.2%+13.9pp |
| Annual return | 12.81% | 19.20%-6.4pp | 91.64%-78.8pp | 59.30%-46.5pp |
| Employer contribution / active EE | $1,081 | $2,048-47.2% | $2,541-57.5% | $2,234-51.6% |
| Participant deferral / active EE | $3,566 | $4,138-13.8% | $4,167-14.4% | $3,806-6.3% |
| Admin fee / account holder | $288 | $184+56.4% | $6,797-95.8% | $158+82.5% |