Filed June 28, 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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 28 · EIN 52-1396995 | Investment Management | $27,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,911 | $43,110+11.1% | $156,551-69.4% | $65,292-26.6% |
| Participation rate | 98.0% | 69.3%+28.7pp | 84.0%+14.0pp | 72.4%+25.6pp |
| Annual return | 10.75% | 11.24%-0.5pp | 32.23%-21.5pp | 11.84%-1.1pp |
| Employer contribution / active EE | $1,245 | $1,702-26.8% | $5,501-77.4% | $2,302-45.9% |
| Participant deferral / active EE | $4,173 | $2,520+65.6% | $4,871-14.3% | $3,579+16.6% |
| Admin fee / account holder | $3 | $47-93.5% | $13,028-100.0% | $57-94.6% |