Filed April 28, 2007
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 |
|---|---|---|
Filed as: CBIZ Service code 49 · EIN 43-1947695 | Other Services | $17,850 |
PFG9 years Service code 28 · EIN 42-0127290 | Investment Management | $14,787 |
GREATBANC TRUST COMPANY1 year Filed as: GREATBANC Service code 31 · EIN 75-6769709 | Consulting fees; Named fiduciary | $14,700 |
STERN BROTHERS10+ years Service code 34 · EIN 23-4567891 | Consulting fees; Valuation (appraisal... | $13,850 |
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,746 | $101,672-39.3% | $147,117-58.0% | $74,478-17.1% |
| Participation rate | 95.6% | 75.5%+20.0pp | 82.2%+13.4pp | 67.2%+28.3pp |
| Annual return | -10.97% | 8757.83%-8768.8pp | 420.54%-431.5pp | 1370.56%-1381.5pp |
| Employer contribution / active EE | $7,872 | $3,813+106.4% | $4,932+59.6% | $2,626+199.7% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $405 | $1,753-76.9% | $12,993-96.9% | $1,946-79.2% |