Filed December 29, 2008 (most recent of 3 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 |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 26 · EIN 81-3968784 | Advisory (Participants) | $56,992 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $29,229 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,407 | $49,468-14.3% | $150,298-71.8% | $103,975-59.2% |
| Participation rate | 82.3% | 58.1%+24.2pp | 77.8%+4.5pp | 72.5%+9.8pp |
| Annual return | 16.76% | 38.98%-22.2pp | 62.79%-46.0pp | 19.41%-2.7pp |
| Employer contribution / active EE | $2,913 | $1,670+74.5% | $4,154-29.9% | $3,722-21.7% |
| Participant deferral / active EE | $2,659 | $2,650+0.3% | $5,453-51.2% | $5,343-50.2% |
| Admin fee / account holder | $104 | $385-73.0% | $14,116-99.3% | $332-68.8% |