Filed August 29, 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 28 · EIN 52-1396995 | Investment Management | $17,500 |
JPMS COX, PLLC1 year Service code 10 · EIN 20-1776739 | Accounting | $16,563 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $7 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,601 | $68,408+67.5% | $57,196+100.4% | $57,661+98.8% |
| Participation rate | 76.8% | 79.1%-2.4pp | 75.3%+1.4pp | 70.2%+6.5pp |
| Annual return | 7.58% | 8.51%-0.9pp | 14.59%-7.0pp | 5.13%+2.4pp |
| Employer contribution / active EE | $3,434 | $2,869+19.7% | $2,683+28.0% | $1,974+74.0% |
| Participant deferral / active EE | $3,904 | $2,903+34.5% | $3,096+26.1% | $3,061+27.5% |
| Admin fee / account holder | $29 | $70-58.0% | $3,141-99.1% | $95-69.1% |