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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 |
Auditor declined to express an opinion - 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% | $156,551-88.6% | $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% | $13,028-99.5% | $504-86.6% |