Filed February 17, 2014 (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.
| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS9+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $98,581 |
PRICEWATERHOUSECOOPERS LLP5 years Service code 10 · EIN 13-4008324 | Accounting | $43,950 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $41,900 |
Filed as: CBIZ INC. Service code 15 · EIN 31-1582098 | Recordkeeping | $9,010 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $0 | $250,061-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 2.14% | 8.76%-6.6pp | 7.82%-5.7pp | 8.76%-6.6pp |
| Employer contribution / active EE | $3,255 | $16,664-80.5% | $31,823-89.8% | $16,664-80.5% |
| Participant deferral / active EE | $0 | $948-100.0% | $365-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $18,503-100.0% | - |