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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $786,953 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $582,603 |
BRYAN CAVE LLP1 year Filed as: BRYAN CAVE LEIGHTON PAISNER LLP Service code 16 · EIN 43-0602162 | Consulting | $385,324 |
COOK STREET CONSULTING5 years Filed as: COOK STREET CONSULTANTS Service code 10 · EIN 84-0854432 | Accounting | $58,140 |
CBIZ RETIREMENT PLAN SERVICES7+ years Filed as: CBIZ MHM, LLC Service code 10 · EIN 34-1846498 | Accounting | $39,000 |
HOGANTAYLOR LLP1 year Filed as: HOGAN TAYLOR LLP Service code 16 · EIN 73-1413977 | Consulting | $24,000 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,820 | $134,619+51.4% | $111,319+83.1% | $101,555+100.7% |
| Participation rate | 93.0% | 89.0%+4.0pp | 77.3%+15.7pp | 74.5%+18.5pp |
| Annual return | 107.98% | 17.96%+90.0pp | 54.68%+53.3pp | 21.00%+87.0pp |
| Employer contribution / active EE | $5,573 | $3,829+45.5% | $2,732+104.0% | $2,972+87.5% |
| Participant deferral / active EE | $9,296 | $6,572+41.4% | $4,488+107.1% | $4,874+90.7% |
| Admin fee / account holder | $161 | $86+86.4% | $7,966-98.0% | $139+15.3% |