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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $72,068 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 16 · EIN 81-3968784 | Consulting | $25,988 |
HOGANTAYLOR LLP3 years Service code 10 · EIN 73-1413977 | Accounting | $18,900 |
FRIDAY ELDREDGE & CLARK1 year Filed as: FRIDAY, ELDRIDGE, & CLARK LLP Service code 29 · EIN 71-0253637 | Legal | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,957 | $120,057+29.9% | $75,728+105.9% | $93,010+67.7% |
| Participation rate | 68.5% | 77.3%-8.8pp | 74.8%-6.3pp | 73.9%-5.4pp |
| Annual return | 12.76% | 19.62%-6.9pp | 104.66%-91.9pp | 158.70%-145.9pp |
| Employer contribution / active EE | $3,343 | $3,253+2.8% | $2,743+21.9% | $2,705+23.6% |
| Participant deferral / active EE | $3,844 | $4,089-6.0% | $3,820+0.6% | $4,561-15.7% |
| Admin fee / account holder | $100 | $81+22.7% | $3,620-97.2% | $152-34.1% |