Filed October 5, 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 |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $69,639 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,874 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,091 | $112,582-11.1% | $105,624-5.2% | $200,096-50.0% |
| Participation rate | 26.4% | 86.3%-59.9pp | 75.3%-48.9pp | 72.0%-45.6pp |
| Annual return | 39.06% | 15.58%+23.5pp | 116.20%-77.1pp | 34.26%+4.8pp |
| Employer contribution / active EE | $11 | $4,580-99.8% | $3,168-99.6% | $3,038-99.6% |
| Participant deferral / active EE | $1,091 | $6,655-83.6% | $5,013-78.2% | $5,090-78.6% |
| Admin fee / account holder | $210 | $107+96.4% | $10,961-98.1% | $269-22.0% |