Filed May 22, 2008
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 11710 BELTSVILLE DR. STE 300 · BELTSVILLE, MD 20705 | Accounting | $6,520 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 PO BOX 643792 · CINCINNATI, OH 45264 | Advisory (Plan) | $5,538 |
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 | $64,319 | $68,408-6.0% | $57,196+12.5% | $57,658+11.6% |
| Participation rate | 98.8% | 79.1%+19.7pp | 75.3%+23.5pp | 70.2%+28.6pp |
| Annual return | 7.37% | 8.51%-1.1pp | 14.59%-7.2pp | 5.13%+2.2pp |
| Employer contribution / active EE | $2,534 | $2,869-11.7% | $2,683-5.6% | $1,974+28.4% |
| Participant deferral / active EE | $2,917 | $2,903+0.5% | $3,096-5.8% | $3,061-4.7% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |