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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $91,160 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 16 · EIN 81-3968784 | Consulting | $52,022 |
HOGANTAYLOR LLP6 years Service code 10 · EIN 73-1413977 | Accounting | $21,678 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,974 | $91,710+75.5% | $67,560+138.3% | $77,762+107.0% |
| Participation rate | 98.3% | 76.0%+22.3pp | 72.9%+25.4pp | 70.6%+27.7pp |
| Annual return | 12.04% | 14.88%-2.8pp | 3533.50%-3521.5pp | 31.27%-19.2pp |
| Employer contribution / active EE | $5,129 | $3,187+60.9% | $2,737+87.4% | $2,728+88.0% |
| Participant deferral / active EE | $6,081 | $3,911+55.5% | $4,004+51.9% | $4,651+30.8% |
| Admin fee / account holder | $131 | $245-46.3% | $3,994-96.7% | $433-69.6% |