Filed July 2, 2015
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.
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 1765 E. SKYLINE DRIVE · TUCSON, AZ 85718 | Advisory (Plan) | $71,124 |
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $60,374 |
Filed as: VALIC Service code 19 · EIN 74-1625348 | Securities Custodian | $5,042 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,807 | $37,039+29.1% | $147,617-67.6% | $59,188-19.2% |
| Participation rate | 55.1% | 63.8%-8.7pp | 84.6%-29.6pp | 69.4%-14.4pp |
| Annual return | 0.99% | 7.19%-6.2pp | 61.98%-61.0pp | 5.51%-4.5pp |
| Employer contribution / active EE | $1,117 | $1,353-17.4% | $5,564-79.9% | $2,098-46.8% |
| Participant deferral / active EE | $2,504 | $2,094+19.6% | $4,895-48.8% | $3,265-23.3% |
| Admin fee / account holder | $209 | $60+246.7% | $11,612-98.2% | $92+126.4% |