Filed December 2, 2011 (most recent of 2 filings on file)
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 52 · EIN 04-1590850 | Indirect Investment Fees | $326,465 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $13,700 |
Filed as: THORNHILL FINANCIAL INC. Service code 10 · EIN 34-1848419 | Accounting | $10,875 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $9,934 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-0655816 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,256 | $88,730-71.5% | $82,312-69.3% | $77,958-67.6% |
| Participation rate | 93.7% | 84.5%+9.1pp | 76.9%+16.8pp | 71.6%+22.0pp |
| Annual return | 12.33% | 20.88%-8.6pp | 25.88%-13.5pp | 20.87%-8.5pp |
| Employer contribution / active EE | $1,978 | $2,758-28.3% | $2,428-18.5% | $2,310-14.4% |
| Participant deferral / active EE | $1,431 | $4,634-69.1% | $3,706-61.4% | $3,537-59.5% |
| Admin fee / account holder | $122 | $74+65.2% | $5,608-97.8% | $97+25.5% |