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 49 · EIN 04-1590850 | Other Services | $226,682 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $92,613 |
AGILYSYS INC.1 year Service code 10 · EIN 34-0907152 | Accounting | $10,500 |
WARREN AVERETT, LLC2 years Filed as: WARREN AVERETT LLC Service code 10 · EIN 45-4084437 | Accounting | $5,750 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $220 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS2 years Service code 52 · EIN 06-1483806 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years 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 | $90,511 | $62,267+45.4% | $110,243-17.9% | $55,725+62.4% |
| Participation rate | 97.0% | 78.1%+18.9pp | 79.8%+17.2pp | 70.9%+26.1pp |
| Annual return | -4.01% | -1.07%-2.9pp | 314.76%-318.8pp | 244.93%-248.9pp |
| Employer contribution / active EE | $3,367 | $1,941+73.4% | $3,827-12.0% | $2,078+62.0% |
| Participant deferral / active EE | $8,868 | $3,516+152.2% | $4,672+89.8% | $3,356+164.3% |
| Admin fee / account holder | $218 | $121+80.7% | $8,548-97.4% | $115+89.7% |