Filed December 29, 1993 (most recent of 2 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 |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $473,797 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 13 · EIN 52-1396995 | Contract Administrator | $71,816 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN GREETINGS Service code 29 · EIN 34-0065325 | Legal | $56,054 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $45,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,570 | $70,106+86.2% | $80,977+61.2% | $63,975+104.1% |
| Participation rate | 96.2% | 79.4%+16.8pp | 75.8%+20.4pp | 71.1%+25.0pp |
| Annual return | 8.37% | 13.93%-5.6pp | 17.11%-8.7pp | 48.65%-40.3pp |
| Employer contribution / active EE | $3,190 | $2,042+56.3% | $3,715-14.1% | $2,182+46.2% |
| Participant deferral / active EE | $4,558 | $5,245-13.1% | $5,696-20.0% | $3,356+35.8% |
| Admin fee / account holder | $85 | $57+49.0% | $5,517-98.5% | $70+20.6% |