Filed October 18, 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $183,931 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $28,836 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 16 · EIN 52-1396995 | Consulting | $25,467 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $21,966 |
Filed as: ADVISED ASSETS GROUP Service code 28 · EIN 84-1532243 | Investment Management | $13,834 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,918 | $41,617-23.3% | $84,637-62.3% | $77,775-59.0% |
| Participation rate | 51.3% | 45.0%+6.3pp | 68.2%-16.9pp | 73.2%-21.9pp |
| Annual return | 21.21% | 24.97%-3.8pp | 258.82%-237.6pp | 32.58%-11.4pp |
| Employer contribution / active EE | $380 | $1,061-64.2% | $2,653-85.7% | $2,504-84.8% |
| Participant deferral / active EE | $1,755 | $2,129-17.6% | $3,900-55.0% | $3,966-55.8% |
| Admin fee / account holder | $104 | $121-13.9% | $4,914-97.9% | $100+4.1% |