Filed July 18, 2006 (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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $180,219 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $102,207 |
WARREN AVERETT, LLC1 year Service code 10 · EIN 45-4084437 | Accounting | $15,795 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $523 |
Filed as: CHARLES SCHWAB INVESTMENT MANAGEMEN Service code 59 · EIN 94-3106735 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,104 | $107,378-22.6% | $108,582-23.5% | $57,658+44.1% |
| Participation rate | 94.9% | 77.1%+17.8pp | 79.6%+15.3pp | 70.2%+24.6pp |
| Annual return | 8.61% | 12.80%-4.2pp | -51.70%+60.3pp | 5.13%+3.5pp |
| Employer contribution / active EE | $2,424 | $1,782+36.1% | $3,758-35.5% | $1,974+22.8% |
| Participant deferral / active EE | $6,806 | $3,221+111.3% | $4,311+57.9% | $3,061+122.4% |
| Admin fee / account holder | $159 | $108+46.4% | $7,645-97.9% | $95+68.0% |