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 |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $162,405 |
Filed as: CBIZ INVESTMENT ADVISORY SVCS LLC Service code 27 · EIN 81-3968784 | Advisory (Plan) | $29,557 |
BKD, LLP3 years Service code 10 · EIN 44-0160260 | Accounting | $9,984 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 · EIN 52-1396995 | Consulting | $9,625 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,080 | $63,259-24.0% | $178,510-73.1% | $93,223-48.4% |
| Participation rate | 99.3% | 72.1%+27.1pp | 81.9%+17.4pp | 74.9%+24.4pp |
| Annual return | 15.09% | 19.93%-4.8pp | 151.13%-136.0pp | 19.29%-4.2pp |
| Employer contribution / active EE | $3,435 | $1,865+84.2% | $5,011-31.5% | $2,680+28.2% |
| Participant deferral / active EE | $0 | $3,372-100.0% | $5,202-100.0% | $4,563-100.0% |
| Admin fee / account holder | $23 | $58-60.6% | $13,988-99.8% | $79-71.1% |