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 16 · EIN 52-1396995 | Consulting | $25,988 |
HOGANTAYLOR LLP1 year Service code 10 · EIN 73-1413977 | Accounting | $18,500 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $14,294 |
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 | $130,221 | $95,542+36.3% | $69,480+87.4% | $67,584+92.7% |
| Participation rate | 75.2% | 79.4%-4.2pp | 74.6%+0.6pp | 71.3%+3.9pp |
| Annual return | 17.59% | 17.67%-0.1pp | 28.99%-11.4pp | 378.59%-361.0pp |
| Employer contribution / active EE | $3,720 | $2,989+24.5% | $2,780+33.8% | $2,148+73.2% |
| Participant deferral / active EE | $4,346 | $3,263+33.2% | $3,537+22.9% | $3,540+22.8% |
| Admin fee / account holder | $47 | $90-47.3% | $3,840-98.8% | $142-66.7% |