Filed December 30, 1992 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 17 · EIN 52-1396995 | Pension Consulting | $51,872 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,806 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN AND MOORE, LTD. Service code 10 · EIN 34-1818258 | Accounting | $19,750 |
THOMPSON HINE1 year Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $6,543 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,009 | $81,537+53.3% | $149,721-16.5% | $69,634+79.5% |
| Participation rate | 96.2% | 86.1%+10.0pp | 87.1%+9.1pp | 70.7%+25.5pp |
| Annual return | 11.88% | 22.79%-10.9pp | 1501.67%-1489.8pp | 27572.26%-27560.4pp |
| Employer contribution / active EE | $3,590 | $3,239+10.8% | $5,444-34.1% | $2,032+76.7% |
| Participant deferral / active EE | $3,895 | $4,994-22.0% | $6,568-40.7% | $3,224+20.8% |
| Admin fee / account holder | $29 | $107-72.8% | $11,282-99.7% | $110-73.7% |