Filed December 21, 1992
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 06-1050034 | Contract Administrator | $148,786 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 15 · EIN 52-1396995 | Recordkeeping | $37,854 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC-LOCKB Service code 16 ATTN KAREN TURNER · CINCINNATI, OH 45226 | Consulting | $10,552 |
BKD, LLP4+ years Filed as: BKD CPA & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $10,175 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $128,377 | $70,083+83.2% | $59,899+114.3% | $55,725+130.4% |
| Participation rate | 94.4% | 78.4%+16.1pp | 74.7%+19.7pp | 70.9%+23.6pp |
| Annual return | -5.20% | 3.13%-8.3pp | 3.46%-8.7pp | 244.93%-250.1pp |
| Employer contribution / active EE | $8,478 | $2,878+194.5% | $2,723+211.4% | $2,078+307.9% |
| Participant deferral / active EE | $6,888 | $3,079+123.7% | $3,402+102.4% | $3,356+105.3% |
| Admin fee / account holder | $359 | $70+410.9% | $3,592-90.0% | $115+211.8% |