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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $74,482 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 16 · EIN 81-3968784 | Consulting | $43,379 |
HOGANTAYLOR LLP5 years Service code 10 · EIN 73-1413977 | Accounting | $20,355 |
FRIDAY ELDREDGE & CLARK9+ years Filed as: FRIDAY, ELDREDGE & CLARK, LLP Service code 29 · EIN 71-0253637 | Legal | $10,058 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,573 | $83,884+80.7% | $64,110+136.4% | $74,478+103.5% |
| Participation rate | 98.2% | 76.6%+21.6pp | 72.3%+25.9pp | 70.7%+27.5pp |
| Annual return | 14.91% | 16.57%-1.7pp | 33.75%-18.8pp | 34.37%-19.5pp |
| Employer contribution / active EE | $5,018 | $3,084+62.7% | $2,751+82.4% | $2,637+90.3% |
| Participant deferral / active EE | $5,784 | $3,692+56.7% | $3,883+49.0% | $4,530+27.7% |
| Admin fee / account holder | $119 | $196-39.4% | $3,071-96.1% | $347-65.8% |