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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $34,113 |
FRIDAY ELDREDGE & CLARK4+ years Filed as: FRIDAY, ELDREDGE & CLARK, LLP Service code 29 · EIN 71-0253637 | Legal | $25,000 |
HOGANTAYLOR LLP1 year Filed as: HOGAN TAYLOR LLP Service code 10 · EIN 73-1413977 | Accounting | $17,821 |
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 | $115,339 | $70,083+64.6% | $59,887+92.6% | $55,725+107.0% |
| Participation rate | 83.1% | 78.4%+4.8pp | 74.7%+8.4pp | 70.9%+12.3pp |
| Annual return | -4.00% | 3.13%-7.1pp | 3.46%-7.5pp | 244.93%-248.9pp |
| Employer contribution / active EE | $3,782 | $2,878+31.4% | $2,722+38.9% | $2,078+82.0% |
| Participant deferral / active EE | $4,290 | $3,079+39.3% | $3,402+26.1% | $3,356+27.8% |
| Admin fee / account holder | $62 | $70-12.1% | $3,591-98.3% | $115-46.4% |