Filed April 7, 2006
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 |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 28 · EIN 81-3968784 | Investment Management | $28,125 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $27,904 |
SMITH & HOWARD, PC1 year Filed as: SMITH & HOWARD PC Service code 10 · EIN 58-1250486 | Accounting | $13,750 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $171,460 | $91,695+87.0% | $67,575+153.7% | $77,736+120.6% |
| Participation rate | 95.3% | 76.0%+19.3pp | 72.9%+22.4pp | 70.6%+24.7pp |
| Annual return | 11.51% | 14.88%-3.4pp | 3528.98%-3517.5pp | 31.26%-19.7pp |
| Employer contribution / active EE | $4,244 | $3,189+33.1% | $2,736+55.2% | $2,728+55.6% |
| Participant deferral / active EE | $3,105 | $3,912-20.6% | $4,003-22.5% | $4,651-33.2% |
| Admin fee / account holder | $87 | $245-64.5% | $3,993-97.8% | $433-80.0% |