Filed December 14, 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 |
|---|---|---|
Filed as: STEPHEN C. JAMES Service code 25 7938 WOODED RIDGE DRIVE · LOUISVILLE, KY 40214 | Directed Trustee | $15,000 |
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 14 · EIN 82-3719843 | Plan Administrator | $2,724 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,517 | $63,768-14.5% | $98,483-44.6% | $79,391-31.3% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 22.45% | 626.18%-603.7pp | 1494.38%-1471.9pp | 116.88%-94.4pp |
| Employer contribution / active EE | $2,359 | $2,558-7.8% | $2,961-20.3% | $2,428-2.8% |
| Participant deferral / active EE | $0 | $3,305-100.0% | $4,276-100.0% | $4,046-100.0% |
| Admin fee / account holder | $113 | $516-78.0% | $5,953-98.1% | $627-81.9% |