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 GROUP3 years Filed as: CHURCHILL MANAGEMENT CORPORATION Service code 28 · EIN 95-2472632 | Investment Management | $48,008 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $27,900 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER KAPLAN ARASE & CO. LLP Service code 10 · EIN 95-2036255 | Accounting | $23,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $122,587 | $73,125+67.6% | $125,195-2.1% | $77,775+57.6% |
| Participation rate | 96.9% | 79.4%+17.4pp | 79.8%+17.1pp | 73.2%+23.6pp |
| Annual return | 8.64% | 24.71%-16.1pp | 43.79%-35.1pp | 32.58%-23.9pp |
| Employer contribution / active EE | $1,722 | $2,413-28.7% | $3,866-55.5% | $2,504-31.2% |
| Participant deferral / active EE | $5,840 | $3,966+47.3% | $4,937+18.3% | $3,966+47.3% |
| Admin fee / account holder | $550 | $89+515.5% | $9,704-94.3% | $100+449.8% |