Filed April 21, 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 |
|---|---|---|
THOMPSON HINE7 years Filed as: THOMPSON-HINE Service code 29 · EIN 34-0575300 | Legal | $157,620 |
Filed as: RAYMOND JAMES FINANCIAL ADVISORS Service code 27 · EIN 59-1531281 | Advisory (Plan) | $60,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,175 |
REHMANN ROBSON1 year Service code 10 · EIN 38-3567911 | Accounting | $18,300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,402 | $26,906+83.6% | $61,629-19.8% | $77,906-36.6% |
| Participation rate | 78.9% | 33.4%+45.5pp | 52.6%+26.3pp | 73.7%+5.2pp |
| Annual return | -17.89% | -14.46%-3.4pp | 339.09%-357.0pp | 12.16%-30.0pp |
| Employer contribution / active EE | $1,495 | $521+187.1% | $1,160+28.9% | $2,846-47.5% |
| Participant deferral / active EE | $4,521 | $1,180+283.1% | $2,124+112.8% | $4,805-5.9% |
| Admin fee / account holder | $65 | $117-44.6% | $2,132-97.0% | $133-51.1% |