Filed January 12, 2000
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 RETIREMENT AND INVESTMENT SERV Service code 10 · EIN 31-1582098 | Accounting | $170,275 |
Filed as: CBIZ IAS Service code 51 · EIN 81-3968784 | Investment Mgmt Fees | $102,000 |
BENEFIT TRUST COMPANY1 year Filed as: BENEFIT TRUST Service code 64 5901 COLLEGE BLVD SUITE 100 · OVERLAND PARK, KS 66211 | Recordkeeping Fees | $45,490 |
CENTRAL SERVICE ASSOCIATION10+ years Service code 14 · EIN 64-0132815 | Plan Administrator | $27,049 |
ALEXANDER THOMPSON ARNOLD PLLC10+ years Service code 10 · EIN 62-1110839 | Accounting | $11,775 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 7.66% | 10.61%-3.0pp | 0.66%+7.0pp | 10.61%-3.0pp |
| Employer contribution / active EE | $21,223 | $15,605+36.0% | $36,523-41.9% | $15,605+36.0% |
| Participant deferral / active EE | $1,026 | $1,909-46.2% | $169+508.2% | $1,909-46.2% |
| Admin fee / account holder | $0 | $0 | - | - |