Filed June 8, 2009 (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 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES7+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 11 · EIN 31-1582098 | Actuarial | $126,135 |
POYNER & SPRUILL LLP3 years Filed as: POYNER & SPRULL LLP Service code 29 · EIN 56-1493995 | Legal | $76,931 |
AON CONSULTING7+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $63,400 |
CROWE LLP7+ years Service code 14 · EIN 35-0921680 | Plan Administrator | $60,067 |
Filed as: PRINCIPAL Service code 21 · EIN 42-1466678 | Bank Trustee | $12,802 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | - | $52,198-100.0% |
| Participation rate | 0.0% | 11.0%-11.0pp | 0.0%0pp | 11.0%-11.0pp |
| Annual return | -1.21% | 8.21%-9.4pp | 3.39%-4.6pp | 8.21%-9.4pp |
| Employer contribution / active EE | $0 | $13,841-100.0% | $31,780-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $62-100.0% | $83-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | - | $1,652-100.0% |