Filed October 22, 2004
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 99 · EIN 52-1396995 | Other Fees | $19,693 |
MALONEY & NOVOTNY LLC3+ years Service code 10 · EIN 34-0677006 | Accounting | $12,400 |
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 | $113,443 | $74,552+52.2% | $63,018+80.0% | $69,634+62.9% |
| Participation rate | 99.8% | 78.3%+21.6pp | 74.8%+25.0pp | 70.7%+29.1pp |
| Annual return | 14.08% | 15.77%-1.7pp | 87.63%-73.5pp | 27572.26%-27558.2pp |
| Employer contribution / active EE | $6,137 | $2,929+109.5% | $2,761+122.3% | $2,032+202.0% |
| Participant deferral / active EE | $3,276 | $2,974+10.2% | $3,330-1.6% | $3,224+1.6% |
| Admin fee / account holder | $22 | $59-62.6% | $3,601-99.4% | $110-79.9% |