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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-1590850 | Contract Administrator | $79,143 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 17 · EIN 52-0807416 | Pension Consulting | $33,320 |
CENTRAL SERVICE ASSOCIATION1+ years Service code 14 · EIN 64-0132815 | Plan Administrator | $8,096 |
ALEXANDER THOMPSON ARNOLD PLLC1+ years Service code 10 · EIN 62-1110839 | Accounting | $7,450 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $14,339-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 1.8%-1.8pp |
| Annual return | 10.40% | 3.15%+7.3pp | 1.15%+9.3pp | 7.18%+3.2pp |
| Employer contribution / active EE | $14,076 | $18,767-25.0% | $26,339-46.6% | $13,095+7.5% |
| Participant deferral / active EE | $906 | $265+242.6% | $178+408.8% | $385+135.7% |
| Admin fee / account holder | $0 | $362-100.0% | $3,605-100.0% | $362-100.0% |