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 | $41,004 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $23,233 |
AB FUNDS2 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
CALVERT2 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
COHEN & STEERS2 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
GOLDMAN SACHS2 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,019 | $52,961+39.8% | $172,755-57.2% | $65,185+13.6% |
| Participation rate | 96.9% | 66.2%+30.7pp | 82.6%+14.3pp | 70.2%+26.7pp |
| Annual return | 17.65% | 30.12%-12.5pp | 802.94%-785.3pp | 29.38%-11.7pp |
| Employer contribution / active EE | $1,370 | $2,190-37.4% | $5,144-73.4% | $2,177-37.0% |
| Participant deferral / active EE | $4,657 | $2,471+88.4% | $5,198-10.4% | $3,514+32.5% |
| Admin fee / account holder | $385 | $472-18.5% | $13,955-97.2% | $847-54.6% |