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 |
|---|---|---|
Filed as: BARNES DENNIG Service code 10 150 EAST FOURTH STREET · CINCINNATI, OH 45202 | Accounting | $6,000 |
TRI-AD ACTUARIES, INC.1 year Filed as: TRI-STATE PLAN ADMINISTRATION, INC. Service code 10 30 GARFIELD PLACE · CINCINNATI, OH 45202 | Accounting | $4,375 |
NATIONWIDE4+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $625 |
PENTEGRA SERVICES, INC.4+ years Filed as: A P S - PENTEGRA Service code 10 6830 COMMERCE COURT DR. · BLACKLICK, OH 43004 | Accounting | $0 |
HORAN SECURITIES INC1 year Filed as: HORAN SECURITIES, INC. Service code 27 4990 E GALBRAITH ROAD · CINCINNATI, OH 45236 | Advisory (Plan) | $0 |
CK FINANCIAL LLC4+ years Filed as: M FINANCIAL Service code 49 1125 NW COUCH STREET · PORTLAND, OR 97209 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,427 | $47,977-63.7% | $154,114-88.7% | $56,287-69.0% |
| Participation rate | 94.6% | 66.2%+28.4pp | 83.0%+11.5pp | 69.9%+24.7pp |
| Annual return | -7.83% | 3.54%-11.4pp | 735.16%-743.0pp | -9.96%+2.1pp |
| Employer contribution / active EE | $1,925 | $2,169-11.2% | $5,298-63.7% | $2,111-8.8% |
| Participant deferral / active EE | $1,069 | $2,392-55.3% | $5,081-79.0% | $3,350-68.1% |
| Admin fee / account holder | $35 | $438-92.1% | $13,411-99.7% | $521-93.3% |