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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 6050 OAK TREE BLVD · CLEVELAND, OH 441316951 | Advisory (Plan) | $18,000 |
TIAA1 year Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Fees | $13,304 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 1966 GREENSPRING DRIVE, SUITE 300 · TIMONIUM, MD 21093 | Accounting | $7,590 |
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 | $64,198 | $70,083-8.4% | $59,899+7.2% | $55,725+15.2% |
| Participation rate | 99.0% | 78.4%+20.6pp | 74.7%+24.3pp | 70.9%+28.1pp |
| Annual return | -2.75% | 3.13%-5.9pp | 3.46%-6.2pp | 244.93%-247.7pp |
| Employer contribution / active EE | $2,939 | $2,878+2.1% | $2,723+7.9% | $2,078+41.4% |
| Participant deferral / active EE | $3,459 | $3,079+12.4% | $3,402+1.7% | $3,356+3.1% |
| Admin fee / account holder | $0 | $70-100.0% | $3,592-100.0% | $115-100.0% |