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 MHM Service code 10 · EIN 43-1947695 | Accounting | $14,155 |
Filed as: PRINCIPAL Service code 13 · EIN 42-0127290 | Contract Administrator | $11,809 |
STERN BROTHERS4+ years Service code 11 · EIN 23-4567891 | Actuarial | $9,260 |
BKD, LLP1 year Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $8,320 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,344 | $73,102-31.1% | $123,553-59.3% | $56,289-10.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 5.78% | 3.01%+2.8pp | 119.21%-113.4pp | -9.96%+15.7pp |
| Employer contribution / active EE | $3,197 | $2,977+7.4% | $4,628-30.9% | $2,111+51.5% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $376 | $554-32.1% | $9,284-95.9% | $521-27.8% |