Filed December 30, 1992 (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 |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS, INC Service code 17 · EIN 52-1396995 | Pension Consulting | $31,156 |
MEADEN & MOORE, LTD.2 years Filed as: MEADEN AND MOORE, LTD. Service code 29 · EIN 34-1818258 | Legal | $7,550 |
THOMPSON HINE2 years Service code 29 · EIN 34-0575300 | Legal | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 13.49% | 13.03%+0.5pp | 10.36%+3.1pp | 23.90%-10.4pp |
| Employer contribution / active EE | $13,021 | $15,779-17.5% | $37,738-65.5% | $16,539-21.3% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |