Filed February 7, 2012
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 |
|---|---|---|
MARCUM LLP3 years Filed as: MARCUM WEALTH LLC Service code 99 6685 BETA DRIVE · MAYFIELD VILLAGE, OH 44143 | Other Fees | $18,828 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,353 |
TFO-TDC, LLC1 year Filed as: TFO TDC LLC Service code 27 1440 ARROWHEAD DRIVE · MAUMEE, OH 43537 | Advisory (Plan) | $6,378 |
WILLIAM VAUGHAN COMPANY6 years Service code 10 145 CHESTERFIELD LN · MAUMEE, OH 435372209 | Accounting | $5,600 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,294 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,545 | $79,171+19.4% | $102,423-7.7% | $74,495+26.9% |
| Participation rate | 97.0% | 74.8%+22.2pp | 76.5%+20.5pp | 67.2%+29.8pp |
| Annual return | 12.96% | 54.93%-42.0pp | 29.32%-16.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,523 | $2,362+6.8% | $3,023-16.6% | $2,623-3.8% |
| Participant deferral / active EE | $6,152 | $4,415+39.3% | $5,053+21.7% | $4,346+41.6% |
| Admin fee / account holder | $334 | $2,001-83.3% | $9,451-96.5% | $1,942-82.8% |