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 14 · EIN 04-1590850 | Plan Administrator | $108,840 |
Service code 17 · EIN 31-1582098 | Pension Consulting | $38,136 |
ALEXANDER THOMPSON ARNOLD PLLC3+ years Service code 10 · EIN 62-1110839 | Accounting | $8,250 |
CENTRAL SERVICE ASSOCIATION3+ years Service code 14 · EIN 64-0132815 | Plan Administrator | $7,483 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
LITMAN GREGORY1 year Service code 52 · EIN 93-1215604 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 22-3849391 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
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 | $18,026,966-100.0% | $221,583-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 1.8%-1.8pp |
| Annual return | 5.61% | -5.24%+10.9pp | -6.55%+12.2pp | 0.19%+5.4pp |
| Employer contribution / active EE | $15,918 | $21,507-26.0% | $21,653-26.5% | $13,763+15.7% |
| Participant deferral / active EE | $839 | $326+157.1% | $160+425.5% | $804+4.5% |
| Admin fee / account holder | $0 | $426-100.0% | $1,920-100.0% | $426-100.0% |