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 |
|---|---|---|
Filed as: CBIZ RETIREMENT AND INVESTMENT SERV Service code 10 · EIN 31-1582098 | Accounting | $132,331 |
Filed as: CBIZ IAS Service code 51 · EIN 81-3968784 | Investment Mgmt Fees | $51,000 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $18,065 |
Filed as: GREAT WEST LIFE & ANNUITY INS. CO Service code 13 · EIN 84-0467907 | Contract Administrator | $14,669 |
ALEXANDER THOMPSON ARNOLD PLLC7+ years Service code 10 · EIN 62-1110839 | Accounting | $9,375 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
LITMAN GREGORY5 years Service code 52 · EIN 93-1215604 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC5 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.
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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -19.97% | -17.19%-2.8pp | 179.55%-199.5pp | 2.78%-22.8pp |
| Employer contribution / active EE | $22,430 | $23,110-2.9% | $24,917-10.0% | $15,276+46.8% |
| Participant deferral / active EE | $899 | $550+63.5% | $463+94.4% | $691+30.1% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |