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.
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 11 · EIN 31-1582098 | Actuarial | $139,066 |
AON CONSULTING4+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $135,722 |
SEI INVESTMENTS4+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $92,491 |
POYNER & SPRUILL LLP4+ years Filed as: POYNER SPRUILL Service code 29 · EIN 56-1493995 | Legal | $65,224 |
CROWE LLP4+ years Service code 10 · EIN 35-0921680 | Accounting | $54,690 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 | Bank Trustee | $12,098 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $2,286,405-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 10.5%-10.5pp | 3.6%-3.6pp |
| Annual return | 4.74% | 11.84%-7.1pp | 4.92%-0.2pp | 11.84%-7.1pp |
| Employer contribution / active EE | $40,000 | $17,339+130.7% | $39,114+2.3% | $17,339+130.7% |
| Participant deferral / active EE | $0 | $683-100.0% | $79-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $0 | $409-100.0% |