Filed July 18, 2006
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 |
|---|---|---|
KPMG LLP5 years Service code 10 · EIN 13-5565207 | Accounting | $25,000 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $16,516 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $13,375 |
Filed as: CBIZ FINANCIAL SERVICES Service code 49 · EIN 52-1396995 | Other Services | $7,125 |
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 | $149,998 | $84,948+76.6% | $70,494+112.8% | $73,412+104.3% |
| Participation rate | 98.4% | 79.9%+18.5pp | 75.1%+23.3pp | 72.2%+26.2pp |
| Annual return | 13.63% | 13.39%+0.2pp | 109.16%-95.5pp | 59.30%-45.7pp |
| Employer contribution / active EE | $2,676 | $2,834-5.6% | $2,738-2.3% | $2,234+19.8% |
| Participant deferral / active EE | $4,486 | $3,387+32.4% | $3,711+20.9% | $3,806+17.9% |
| Admin fee / account holder | $45 | $98-54.0% | $3,848-98.8% | $158-71.4% |