Filed October 11, 1994
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 SERVICES8+ years Filed as: CBIZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET, 10TH FLOOR · PHILADELPHIA, PA 19103 | Actuarial | $667,134 |
STATE STREET GLOBAL ADVISORS8+ years Service code 18 · EIN 81-4017137 ONE IRON STREET · BOSTON, MA 022101641 | Custodial (securities); Investment ma... | $139,292 |
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Bank Trustee | $33,340 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 39-0859910 1000 COMMERCE PARK DR. · WILLIAMSPORT, PA 17701 | Accounting | $12,610 |
SMITH & HOWARD, PC1 year Filed as: SMITH & DOWNEY, P.A. Service code 29 · EIN 52-1839720 | Legal | $10,251 |
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 | $340,249-100.0% | $329,695-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 51.3%-51.3pp | 43.4%-43.4pp | 43.7%-43.7pp |
| Annual return | -0.85% | 10.01%-10.9pp | 9.82%-10.7pp | 13.05%-13.9pp |
| Employer contribution / active EE | $0 | $31,912-100.0% | $30,322-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $31,365-100.0% |