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 | $204,230 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 10 · EIN 31-1582098 | Accounting | $186,861 |
CENTRAL SERVICE ASSOCIATION6+ years Service code 14 · EIN 64-0132815 | Plan Administrator | $20,509 |
ALEXANDER THOMPSON ARNOLD PLLC6+ years Service code 10 · EIN 62-1110839 | Accounting | $8,950 |
BENEFITS LAW GROUP2 years Filed as: BENEFITS LAW GROUP PC Service code 29 · EIN 58-2277316 | Legal | $1,688 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
LITMAN GREGORY4 years Service code 52 · EIN 93-1215604 | 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $765,066-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 0.7%-0.7pp |
| Annual return | 18.25% | 8.60%+9.6pp | 8.31%+9.9pp | 13.24%+5.0pp |
| Employer contribution / active EE | $23,580 | $19,393+21.6% | $21,002+12.3% | $14,616+61.3% |
| Participant deferral / active EE | $914 | $498+83.6% | $224+308.3% | $830+10.1% |
| Admin fee / account holder | $0 | $4,137-100.0% | $724-100.0% | $4,137-100.0% |