Filed June 14, 2006 (most recent of 4 filings on file)
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 |
|---|---|---|
BRYAN CAVE LLP2+ years Service code 29 · EIN 43-0602162 | Legal | $58,579 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,272 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ MHM, LLC Service code 10 · EIN 43-1947695 | Accounting | $38,000 |
CANTERBURY CONSULTING1 year Service code 16 · EIN 33-0307982 | Consulting | $24,125 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,459 |
Form 5500 reported that benefits due were not provided when due.
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 | $91,959 | $80,211+14.6% | $74,184+24.0% | $63,975+43.7% |
| Participation rate | 92.4% | 84.2%+8.2pp | 76.6%+15.8pp | 71.1%+21.3pp |
| Annual return | 40.65% | 14.13%+26.5pp | 17.74%+22.9pp | 48.65%-8.0pp |
| Employer contribution / active EE | $2,917 | $2,553+14.2% | $2,370+23.1% | $2,182+33.7% |
| Participant deferral / active EE | $3,865 | $4,370-11.6% | $3,550+8.9% | $3,356+15.2% |
| Admin fee / account holder | $81 | $67+20.0% | $5,586-98.6% | $70+14.5% |