Filed April 25, 1996
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 13 · EIN 42-0127290 | Contract Administrator | $43,105 |
Service code 12 · EIN 13-3689044 | Investment management; Distribution (... | $21,982 |
ALDEN CAPITAL1 year Service code 27 · EIN 83-1319732 | Advisory (Plan) | $10,606 |
CBIZ RETIREMENT PLAN SERVICES7+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 PO BOX 643792 · CINCINNATI, OH 45264 | Consulting | $0 |
ALDEN CAPITAL1 year Filed as: J. ALDEN ASSOCIATES, INC. Service code 16 261 OLD YORK ROAD · JENKINTOWN, PA 19046 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $121,341-100.0% | $189,513-100.0% | $79,386-100.0% |
| Participation rate | 0.0% | 86.1%-86.1pp | 87.8%-87.8pp | 70.7%-70.7pp |
| Annual return | 18.43% | 21.08%-2.7pp | 555.15%-536.7pp | 116.85%-98.4pp |
| Employer contribution / active EE | $2,049 | $3,915-47.7% | $6,162-66.8% | $2,427-15.6% |
| Participant deferral / active EE | $5,117 | $6,395-20.0% | $8,221-37.8% | $4,046+26.5% |
| Admin fee / account holder | $0 | $651-100.0% | $12,045-100.0% | $626-100.0% |