Filed October 4, 1999 (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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Direct payment from the plan; Contrac... | $51,207 |
BKS RETIREMENT SERVICES2 years Filed as: BKS FINANCIAL INVESTMENTS LLC Service code 17 · EIN 84-1921272 | Pension Consulting | $30,000 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $20,951 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,664 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 28 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,588 | $129,227-45.4% | $184,256-61.7% | $77,762-9.2% |
| Participation rate | 95.2% | 87.4%+7.8pp | 86.8%+8.3pp | 70.6%+24.6pp |
| Annual return | 11.40% | 33.24%-21.8pp | 28.85%-17.4pp | 31.27%-19.9pp |
| Employer contribution / active EE | $2,771 | $4,412-37.2% | $6,427-56.9% | $2,728+1.6% |
| Participant deferral / active EE | $7,337 | $7,307+0.4% | $9,133-19.7% | $4,651+57.8% |
| Admin fee / account holder | $156 | $256-38.9% | $13,899-98.9% | $433-63.9% |