Filed September 20, 2001
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 11 · EIN 04-2530412 | Actuarial | $143,432 |
BCG SECURITIES1 year Filed as: BCG PENSION RISK CONSULTANTS Service code 17 2322 RIDGE ROAD · HIGHLAND, IN 46322 | Pension Consulting | $30,000 |
Filed as: BAUKNIGHT PIETRAS & STORMER, P.A. Service code 10 · EIN 57-0940019 | Accounting | $14,150 |
Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $12,000 |
ADP BROKER-DEALER10+ years Filed as: ADP Service code 15 · EIN 22-3319984 | Recordkeeping | $7,500 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST Service code 21 · EIN 58-1428634 | Bank Trustee | $6,991 |
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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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $79,278-100.0% | $79,278-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 7.7%-7.7pp | 27.7%-27.7pp |
| Annual return | 5.05% | -0.76%+5.8pp | 0.87%+4.2pp | 15.59%-10.5pp |
| Employer contribution / active EE | $0 | $17,429-100.0% | $17,293-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $83-100.0% |
| Admin fee / account holder | $0 | $20-100.0% | $20-100.0% | $21,009-100.0% |