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 |
|---|---|---|
TIAA2 years Filed as: TIAA - CREF Service code 14 · EIN 13-1624203 | Plan Administrator | $48,921 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 · EIN 52-1396995 | Consulting | $21,118 |
MALONEY & NOVOTNY LLC5+ 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 | $167,182 | $95,542+75.0% | $69,480+140.6% | $67,584+147.4% |
| Participation rate | 99.5% | 79.4%+20.1pp | 74.6%+24.9pp | 71.3%+28.2pp |
| Annual return | 59.53% | 17.67%+41.9pp | 28.99%+30.5pp | 378.59%-319.1pp |
| Employer contribution / active EE | $6,519 | $2,989+118.1% | $2,780+134.5% | $2,148+203.5% |
| Participant deferral / active EE | $3,461 | $3,263+6.1% | $3,537-2.1% | $3,540-2.2% |
| Admin fee / account holder | $56 | $90-38.0% | $3,840-98.6% | $142-60.9% |