Filed April 3, 2008
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 | $18,099 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $5,936 |
AB FUNDS1 year Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
COHEN & STEERS1 year Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
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 | $65,520 | $47,977+36.6% | $154,111-57.5% | $56,287+16.4% |
| Participation rate | 97.5% | 66.2%+31.3pp | 83.0%+14.4pp | 69.9%+27.6pp |
| Annual return | -2.02% | 3.54%-5.6pp | 735.18%-737.2pp | -9.96%+7.9pp |
| Employer contribution / active EE | $1,256 | $2,169-42.1% | $5,298-76.3% | $2,111-40.5% |
| Participant deferral / active EE | $4,250 | $2,392+77.7% | $5,081-16.4% | $3,350+26.9% |
| Admin fee / account holder | $233 | $438-46.8% | $13,411-98.3% | $521-55.2% |