Filed January 13, 2014
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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $15,838 |
Filed as: CAPALDI REYNOLDS & PELOSI Service code 10 · EIN 22-2097516 332 TILTON ROAD · NORTHFIELD, NJ 08225 | Accounting | $12,500 |
Filed as: CBIZ Service code 27 · EIN 52-0807416 | Advisory (Plan) | $8,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,090 | $35,485+13.0% | $74,550-46.2% | $55,725-28.1% |
| Participation rate | 92.5% | 62.5%+30.0pp | 69.1%+23.4pp | 70.9%+21.7pp |
| Annual return | -5.01% | 0.72%-5.7pp | 32.53%-37.5pp | 244.93%-249.9pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,644 | $2,181+67.1% | $3,108+17.2% | $3,356+8.6% |
| Admin fee / account holder | $102 | $114-10.8% | $5,060-98.0% | $115-11.5% |