Filed April 1, 2012
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: RYAN, GUNSAULS AND ODONNELL CPA Service code 10 · EIN 45-5297192 | Accounting | $11,000 |
Filed as: PRINCIPAL Service code 31 · EIN 42-0127290 | Recordkeeping fees; Named fiduciary | $9,931 |
CORNERSTONE CPA GROUP1 year Service code 34 · EIN 84-1514056 | Recordkeeping fees; Valuation (apprai... | $8,900 |
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,846 | $86,655-41.3% | $119,622-57.5% | $66,938-24.0% |
| Participation rate | 97.7% | 75.6%+22.2pp | 79.3%+18.5pp | 69.8%+27.9pp |
| Annual return | 12.36% | -8.00%+20.4pp | -14.98%+27.3pp | 1.58%+10.8pp |
| Employer contribution / active EE | $1,610 | $2,536-36.5% | $4,232-62.0% | $2,545-36.7% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,601-100.0% | $4,238-100.0% |
| Admin fee / account holder | $144 | $755-80.9% | $10,328-98.6% | $594-75.7% |