Filed March 18, 2002
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 13 · EIN 04-1590850 | Contract Administrator | $243,284 |
Service code 11 · EIN 26-1370698 | Actuarial | $142,249 |
CANTERBURY CONSULTING1 year Filed as: CANTERBURY CONSULTING INC. Service code 27 · EIN 33-0307982 | Advisory (Plan) | $122,609 |
Service code 28 · EIN 13-3257590 | Investment Management | $108,681 |
Filed as: U.S. BANK NA Service code 21 · EIN 31-0841368 | Bank Trustee | $97,359 |
DIAMOND HILL2 years Filed as: DIAMOND HILL CAPITAL MGMT Service code 28 · EIN 31-1019984 | Investment Management | $78,546 |
PINNACLE ASSOCIATES LTD5+ years Service code 51 · EIN 13-3220717 | Investment Mgmt Fees | $46,188 |
COVE STREET CAPITAL3 years Service code 28 2101 E EL SEGUNDO BLVD STE 302 · EL SEGUNDO, CA 90245 | Investment Management | $35,554 |
Service code 28 · EIN 56-6669869 | Investment Management | $28,428 |
AMERICAN FUNDS3 years Filed as: CRESCENT CAPITAL GROUP, LP Service code 28 · EIN 45-5287411 | Investment Management | $26,137 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $1,024,395 | $1,024,3950% | $263,330+289.0% | $1,024,3950% |
| Participation rate | 0.0% | 0.0%0pp | 80.7%-80.7pp | 0.0%0pp |
| Annual return | 18.61% | 10.12%+8.5pp | 13.50%+5.1pp | 10.12%+8.5pp |
| Employer contribution / active EE | $35,527 | $17,603+101.8% | $12,121+193.1% | $17,603+101.8% |
| Participant deferral / active EE | $184 | $1840% | $3,701-95.0% | $1840% |
| Admin fee / account holder | $9,341 | $9,3410% | $4,928+89.6% | $9,3410% |