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 |
|---|---|---|
TIAA2 years Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Fees | $46,313 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 6050 OAK TREE BLVD · CLEVELAND, OH 441316951 | Advisory (Plan) | $18,000 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 1966 GREENSPRING DRIVE, SUITE 300 · TIMONIUM, MD 21093 | Accounting | $5,090 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,169 | $95,542-22.4% | $69,455+6.8% | $67,579+9.8% |
| Participation rate | 99.3% | 79.4%+19.9pp | 74.6%+24.7pp | 71.3%+28.0pp |
| Annual return | 18.33% | 17.67%+0.7pp | 28.97%-10.6pp | 378.56%-360.2pp |
| Employer contribution / active EE | $3,690 | $2,989+23.5% | $2,779+32.8% | $2,148+71.8% |
| Participant deferral / active EE | $4,662 | $3,263+42.9% | $3,535+31.9% | $3,539+31.7% |
| Admin fee / account holder | $30 | $90-66.9% | $3,839-99.2% | $142-79.1% |