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 33 · EIN 04-1590850 | Sub-transfer agency fees; Other inves... | $209,550 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $77,387 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT LLC Service code 10 · EIN 45-4084437 | Accounting | $10,000 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $318 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 22-3703799 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $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 | $94,232 | $71,666+31.5% | $117,861-20.0% | $69,631+35.3% |
| Participation rate | 96.7% | 77.5%+19.1pp | 79.7%+17.0pp | 70.7%+26.0pp |
| Annual return | 17.28% | 18.86%-1.6pp | 335.11%-317.8pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $2,930 | $1,889+55.1% | $3,786-22.6% | $2,032+44.2% |
| Participant deferral / active EE | $7,650 | $3,340+129.1% | $4,482+70.7% | $3,224+137.3% |
| Admin fee / account holder | $189 | $120+56.8% | $8,021-97.6% | $110+70.9% |