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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 11 · EIN 31-1582098 | Actuarial | $58,175 |
ALEXANDER THOMPSON ARNOLD PLLC5+ years Service code 10 · EIN 62-1110839 | Accounting | $17,550 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $11,043 |
CENTRAL SERVICE ASSOCIATION5+ years Service code 14 · EIN 64-0132815 | Plan Administrator | $8,651 |
BENEFITS LAW GROUP1 year Filed as: BENEFITS LAW GROUP PC Service code 29 · EIN 58-2277316 | Legal | $1,106 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 22-3849391 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
LITMAN GREGORY3 years Service code 52 · EIN 93-1215604 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA 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 | $2,822,362-100.0% | $733,756-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.6%-0.6pp |
| Annual return | 8.75% | 14.11%-5.4pp | 8.35%+0.4pp | 11.45%-2.7pp |
| Employer contribution / active EE | $20,254 | $29,055-30.3% | $27,010-25.0% | $17,219+17.6% |
| Participant deferral / active EE | $895 | $297+201.5% | $180+397.1% | $357+151.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $19,421-100.0% | $15,480-100.0% |