Filed October 18, 2004
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 |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $70,732 |
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 27 222 W ADAMS STREET · CHICAGO, IL 60606 | Advisory (Plan) | $9,735 |
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 99 4800 DEER LAKE DRIVE E FL 1 · JACKSONVILLE, FL 32246 | Other Fees | $7,612 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,968 | $36,916+187.1% | $156,551-32.3% | $57,658+83.8% |
| Participation rate | 71.4% | 63.4%+7.9pp | 84.0%-12.7pp | 70.2%+1.1pp |
| Annual return | 7.07% | 12.38%-5.3pp | 32.23%-25.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $4,571 | $1,571+191.1% | $5,501-16.9% | $1,974+131.6% |
| Participant deferral / active EE | $2,657 | $1,926+38.0% | $4,871-45.5% | $3,061-13.2% |
| Admin fee / account holder | $196 | $82+137.4% | $13,028-98.5% | $95+107.2% |