Filed June 21, 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 37 · EIN 04-2647786 | Loan Processing | $507,886 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $221,300 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $46,001 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,058 | $106,273-68.0% | $134,162-74.6% | $106,273-68.0% |
| Participation rate | 25.4% | 70.8%-45.4pp | 72.2%-46.8pp | 70.8%-45.4pp |
| Annual return | 16.48% | 21.70%-5.2pp | 36.35%-19.9pp | 21.70%-5.2pp |
| Employer contribution / active EE | $0 | $2,722-100.0% | $3,705-100.0% | $2,722-100.0% |
| Participant deferral / active EE | $1,115 | $4,601-75.8% | $3,500-68.1% | $4,601-75.8% |
| Admin fee / account holder | $107 | $78+36.3% | $6,685-98.4% | $78+36.3% |