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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $66,992 |
HOGANTAYLOR LLP4 years Service code 10 · EIN 73-1413977 | Accounting | $19,650 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 16 · EIN 81-3968784 | Consulting | $17,325 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,036 | $79,151+71.9% | $60,919+123.3% | $64,829+109.8% |
| Participation rate | 95.2% | 77.7%+17.5pp | 73.1%+22.1pp | 71.5%+23.8pp |
| Annual return | -12.92% | -7.12%-5.8pp | 16.98%-29.9pp | 32.85%-45.8pp |
| Employer contribution / active EE | $4,954 | $3,052+62.3% | $2,704+83.2% | $2,507+97.6% |
| Participant deferral / active EE | $5,592 | $3,727+50.0% | $3,814+46.6% | $4,312+29.7% |
| Admin fee / account holder | $83 | $106-21.6% | $3,226-97.4% | $188-55.9% |