Filed October 18, 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 |
|---|---|---|
Filed as: HARDING SHYMANSKI & COMPANY P.S.C. Service code 10 P.O. BOX 3677 · EVANSVILLE, IN 47735 | Accounting | $6,500 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,958 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,482 | $56,640-60.3% | $78,002-71.2% | $55,167-59.2% |
| Participation rate | 72.3% | 73.3%-1.0pp | 75.5%-3.2pp | 69.0%+3.3pp |
| Annual return | 6.47% | 2868.48%-2862.0pp | 425.99%-419.5pp | 169.23%-162.8pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,850 | $2,778-33.4% | $3,497-47.1% | $3,054-39.4% |
| Admin fee / account holder | $65 | $467-86.1% | $5,481-98.8% | $504-87.2% |