Filed September 29, 1992
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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 26-0058143 | Investment Management | $22,840 |
MILLIMAN, INC.1 year Filed as: MILLIMAN INC Service code 64 · EIN 14-1347440 | Recordkeeping Fees | $19,571 |
CLIFTONLARSONALLEN LLP5 years Service code 10 · EIN 41-0746749 | Accounting | $17,173 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $12,375 |
Filed as: BUCKINGHAM ASSET MANAGEMENT Service code 28 · EIN 20-8306720 | Investment Management | $6,846 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,611 | $129,227-34.5% | $184,256-54.1% | $77,762+8.8% |
| Participation rate | 99.0% | 87.4%+11.6pp | 86.8%+12.1pp | 70.6%+28.4pp |
| Annual return | 9.40% | 33.24%-23.8pp | 28.85%-19.4pp | 31.27%-21.9pp |
| Employer contribution / active EE | $4,276 | $4,412-3.1% | $6,427-33.5% | $2,728+56.7% |
| Participant deferral / active EE | $4,529 | $7,307-38.0% | $9,133-50.4% | $4,651-2.6% |
| Admin fee / account holder | $254 | $256-0.7% | $13,899-98.2% | $433-41.3% |