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 38 · EIN 04-1590850 | Participant Communication | $82,264 |
Service code 11 · EIN 31-1582098 | Actuarial | $36,450 |
CENTRAL SERVICE ASSOCIATION4+ years Service code 14 · EIN 64-0132815 | Plan Administrator | $19,539 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
LITMAN GREGORY2 years Service code 52 · EIN 93-1215604 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 22-3849391 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years 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.
Annual investment return 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 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 5.66% | 20.56%-14.9pp | 13.45%-7.8pp | 53.27%-47.6pp |
| Employer contribution / active EE | $19,217 | $25,506-24.7% | $26,057-26.2% | $14,774+30.1% |
| Participant deferral / active EE | $999 | $645+54.8% | $181+451.7% | $1,259-20.6% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |