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 |
|---|---|---|
JPMS COX, PLLC2 years Service code 10 · EIN 20-1776739 | Accounting | $17,262 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 28 · EIN 52-1396995 | Investment Management | $16,875 |
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 | $126,346 | $74,552+69.5% | $63,018+100.5% | $69,634+81.4% |
| Participation rate | 76.6% | 78.3%-1.7pp | 74.8%+1.8pp | 70.7%+5.9pp |
| Annual return | 14.35% | 15.77%-1.4pp | 87.63%-73.3pp | 27572.26%-27557.9pp |
| Employer contribution / active EE | $3,570 | $2,929+21.9% | $2,761+29.3% | $2,032+75.7% |
| Participant deferral / active EE | $4,020 | $2,974+35.2% | $3,330+20.7% | $3,224+24.7% |
| Admin fee / account holder | $29 | $59-51.9% | $3,601-99.2% | $110-74.1% |