Filed October 23, 2003
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 |
|---|---|---|
BALASA DINVERNO & FOLTZ LLC3+ years Service code 27 · EIN 36-4445980 | Advisory (Plan) | $14,648 |
CORNERCAP INVESTMENT COUNSEL3+ years Service code 27 · EIN 62-1417686 | Advisory (Plan) | $11,670 |
IRON-CO-FID-COMPREHENSIVE3+ years Filed as: IRON FINANCIAL LLC Service code 27 · EIN 36-3943730 | Advisory (Plan) | $11,391 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $2,583 |
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $555,321 | $80,753+587.7% | $136,298+307.4% | $62,293+791.5% |
| Participation rate | 99.1% | 73.5%+25.5pp | 81.9%+17.2pp | 69.5%+29.6pp |
| Annual return | 18.12% | 35.83%-17.7pp | 5156.27%-5138.2pp | 28.90%-10.8pp |
| Employer contribution / active EE | $15,592 | $2,884+440.7% | $4,696+232.1% | $2,042+663.5% |
| Participant deferral / active EE | $12,039 | $5,164+133.1% | $6,247+92.7% | $3,169+279.9% |
| Admin fee / account holder | $301 | $525-42.8% | $9,244-96.7% | $479-37.3% |