Filed January 25, 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.
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| Provider | Service type | Compensation |
|---|---|---|
CHURCHILL MANAGEMENT GROUP2 years Filed as: CHURCHILL MANAGEMENT CORPORATION Service code 28 · EIN 95-2472632 | Investment Management | $186,659 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER KAPLAN ARASE & CO LLP Service code 10 · EIN 95-2036255 | Accounting | $25,000 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $23,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $120,776 | $64,311+87.8% | $110,243+9.6% | $75,289+60.4% |
| Participation rate | 94.3% | 79.3%+15.1pp | 79.8%+14.5pp | 72.4%+21.9pp |
| Annual return | 0.79% | -1.74%+2.5pp | 314.76%-314.0pp | -0.04%+0.8pp |
| Employer contribution / active EE | $1,482 | $2,404-38.3% | $3,827-61.3% | $2,405-38.4% |
| Participant deferral / active EE | $4,852 | $3,892+24.7% | $4,672+3.8% | $3,739+29.8% |
| Admin fee / account holder | $578 | $88+559.2% | $8,548-93.2% | $102+464.6% |