Filed October 4, 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 |
|---|---|---|
BAKER TILLY US, LLP6 years Service code 10 · EIN 30-1413443 | Accounting | $10,000 |
Filed as: CBIZ INVESTMENT ADVISORY, LLC Service code 26 · EIN 81-3968784 | Advisory (Participants) | $9,336 |
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $837 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,266 | $84,045+83.6% | $77,361+99.4% | $69,255+122.8% |
| Participation rate | 95.7% | 71.8%+23.9pp | 75.0%+20.7pp | 69.0%+26.7pp |
| Annual return | 10.28% | 12.46%-2.2pp | 1011.54%-1001.3pp | 26.73%-16.4pp |
| Employer contribution / active EE | $1,707 | $2,954-42.2% | $2,990-42.9% | $2,645-35.5% |
| Participant deferral / active EE | $4,937 | $3,349+47.4% | $3,911+26.2% | $2,890+70.8% |
| Admin fee / account holder | $20 | $239-91.6% | $5,894-99.7% | $733-97.2% |