Filed April 23, 2004 (most recent of 2 filings on file)
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 |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $727,849 |
CHARLES SCHWAB & CO., INC.10+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $13,212 |
Service code 27 · EIN 20-1665305 | Advisory (Plan) | $6,501 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 43-1270780 | Advisory (Plan) | $4,825 |
Filed as: MERIT FINANCIAL ADVISORS Service code 27 · EIN 45-3686413 | Advisory (Plan) | $1,448 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,222 | $110,258+4.5% | $102,460+12.5% | $200,096-42.4% |
| Participation rate | 98.7% | 86.3%+12.4pp | 76.5%+22.2pp | 72.0%+26.7pp |
| Annual return | 20.76% | 35.78%-15.0pp | 29.47%-8.7pp | 34.26%-13.5pp |
| Employer contribution / active EE | $1,558 | $3,605-56.8% | $3,025-48.5% | $3,038-48.7% |
| Participant deferral / active EE | $5,578 | $6,377-12.5% | $5,056+10.3% | $5,090+9.6% |
| Admin fee / account holder | $286 | $122+133.9% | $9,460-97.0% | $269+6.2% |