Filed April 1, 2006
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 Service code 26 · EIN 81-3968784 5959 ROCKSIDE WOODS BLVD · CLEVELAND, OH 44131 | Advisory (Participants) | $18,231 |
HANCOCK WHITNEY BANK3 years Filed as: HANCOCK LIFE INSURANCE COMPANY Service code 15 · EIN 01-0233346 P. O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $13,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,802 | $112,932-37.3% | $103,065-31.3% | $74,478-4.9% |
| Participation rate | 54.8% | 80.8%-26.0pp | 80.6%-25.8pp | 67.2%-12.4pp |
| Annual return | 15.79% | 23.24%-7.5pp | 23.95%-8.2pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $1,839 | $4,881-62.3% | $4,675-60.7% | $2,626-30.0% |
| Participant deferral / active EE | $4,136 | $7,279-43.2% | $6,625-37.6% | $4,350-4.9% |
| Admin fee / account holder | $317 | $1,707-81.5% | $9,349-96.6% | $1,946-83.7% |