Filed March 17, 1997
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 27 · EIN 04-1590850 | Advisory (Plan) | $926,126 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $398,233 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC Service code 56 · EIN 94-1737782 | Non-monetary compensation; Float reve... | $3,089 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,177 | $82,422-25.8% | $67,652-9.6% | $67,505-9.4% |
| Participation rate | 89.2% | 84.2%+5.0pp | 75.7%+13.6pp | 71.2%+18.0pp |
| Annual return | 2.99% | 12.72%-9.7pp | 6625.04%-6622.1pp | 6.52%-3.5pp |
| Employer contribution / active EE | $1,843 | $2,879-36.0% | $2,266-18.7% | $2,173-15.2% |
| Participant deferral / active EE | $4,098 | $5,020-18.4% | $3,560+15.1% | $3,597+13.9% |
| Admin fee / account holder | $193 | $53+263.1% | $4,821-96.0% | $56+244.1% |