Filed April 28, 2003
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 |
|---|---|---|
TIAA8 years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Contract Administrator | $81,217 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 · EIN 81-3968784 6050 OAK TREE BOULEVARD · CLEVELAND, OH 44131 | Advisory (Plan) | $63,737 |
Service code 13 · EIN 31-1582098 28264 NETWORK PL. · CHICAGO, IL 60673 | Contract Administrator | $17,234 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $665 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,392 | $91,695+44.4% | $67,575+95.9% | $77,736+70.3% |
| Participation rate | 78.0% | 76.0%+2.0pp | 72.9%+5.1pp | 70.6%+7.4pp |
| Annual return | 12.10% | 14.88%-2.8pp | 3528.98%-3516.9pp | 31.26%-19.2pp |
| Employer contribution / active EE | $5,724 | $3,189+79.5% | $2,736+109.2% | $2,728+109.8% |
| Participant deferral / active EE | $6,261 | $3,912+60.0% | $4,003+56.4% | $4,651+34.6% |
| Admin fee / account holder | $178 | $245-27.2% | $3,993-95.5% | $433-58.9% |