Filed December 24, 1997
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 |
|---|---|---|
PENTEGRA SERVICES, INC.2+ years Filed as: A P S - PENTEGRA Service code 10 6830 COMMERCE COURT DR · BLACKLICK, OH 43004 | Accounting | $16,770 |
NATIONWIDE2+ years Service code 10 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $14,400 |
Filed as: BARNES DENNING Service code 10 150 EAST FOURTH ST · CINCINNATI, OH 45202 | Accounting | $5,500 |
HORAN SECURITIES INC2+ years Filed as: HORAN SECURITIES, INC Service code 16 4990 E GALBRAITH RD · CINCINNATI, OH 45236 | Consulting | $0 |
CK FINANCIAL LLC2+ years Filed as: M FINANCIAL Service code 49 1125 NW COUCH ST · PORTLAND, OR 97209 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,896 | $46,732-61.7% | $156,549-88.6% | $55,167-67.6% |
| Participation rate | 85.3% | 65.8%+19.5pp | 84.0%+1.3pp | 69.0%+16.3pp |
| Annual return | 7.60% | 17.72%-10.1pp | 32.23%-24.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,576 | $2,105-25.1% | $5,501-71.3% | $1,963-19.7% |
| Participant deferral / active EE | $885 | $2,204-59.8% | $4,871-81.8% | $3,054-71.0% |
| Admin fee / account holder | $67 | $418-83.9% | $13,027-99.5% | $504-86.6% |