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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $111,857 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 · EIN 52-1396995 | Consulting | $65,203 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TAX LLP Service code 16 · EIN 86-1065772 | Consulting | $11,625 |
BKD, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $9,360 |
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 | $48,365 | $44,007+9.9% | $154,110-68.6% | $68,904-29.8% |
| Participation rate | 96.9% | 70.0%+26.9pp | 83.0%+13.9pp | 74.1%+22.8pp |
| Annual return | -4.46% | 8.15%-12.6pp | 735.22%-739.7pp | 1.07%-5.5pp |
| Employer contribution / active EE | $1,301 | $1,732-24.9% | $5,298-75.4% | $2,540-48.8% |
| Participant deferral / active EE | $4,336 | $2,813+54.2% | $5,081-14.7% | $4,015+8.0% |
| Admin fee / account holder | $18 | $65-71.9% | $13,412-99.9% | $71-74.4% |