Filed May 10, 2006 (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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ CPAS P.C. Service code 27 · EIN 43-1947695 | Advisory (Plan) | $8,700 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,477 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $96,448-100.0% | $80,669-100.0% | $139,500-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 67.0%-67.0pp | 80.3%-80.3pp |
| Annual return | -95.29% | 1353.47%-1448.8pp | 937.61%-1032.9pp | 373.99%-469.3pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $5,227-100.0% | $4,444-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $6,608-100.0% | $5,384-100.0% | $11,410-100.0% |