Filed April 12, 2007
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 INV. ADV. SERV, LLC (GAVION) Service code 10 · EIN 81-3968784 6050 OAK TREE BLVD · CLEVELAND, OH 441316951 | Accounting | $6,012 |
TIAA7 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $5,217 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $80,056 | $132,326-39.5% | $60,919+31.4% | - |
| Participation rate | 76.8% | 75.5%+1.2pp | 73.1%+3.7pp | - |
| Annual return | -10.38% | -10.03%-0.4pp | 16.96%-27.3pp | - |
| Employer contribution / active EE | $1,654 | $2,503-33.9% | $2,704-38.8% | - |
| Participant deferral / active EE | $2,829 | $3,755-24.7% | $3,814-25.8% | - |
| Admin fee / account holder | $52 | $9,381-99.4% | $3,228-98.4% | - |