Filed September 12, 1994
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 |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SVCS LLC Service code 27 · EIN 81-3968784 | Advisory (Plan) | $18,594 |
Filed as: FIDELITY INVESTMENTS INST OPS LLC Service code 37 · EIN 04-2647786 | Loan Processing | $8,701 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 55 · EIN 52-1396995 | Other Commissions | $3,420 |
PFS INVESTMENTS4 years Service code 55 · EIN 58-1436188 | Other Commissions | $1,743 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,613 | $108,549-58.0% | $156,263-70.8% | $85,563-46.7% |
| Participation rate | 68.2% | 77.1%-8.9pp | 78.9%-10.7pp | 66.0%+2.3pp |
| Annual return | 117.38% | 21.79%+95.6pp | 59.47%+57.9pp | 31.51%+85.9pp |
| Employer contribution / active EE | $1,524 | $2,690-43.3% | $4,333-64.8% | $2,654-42.6% |
| Participant deferral / active EE | $3,399 | $4,800-29.2% | $6,158-44.8% | $4,375-22.3% |
| Admin fee / account holder | $77 | $650-88.2% | $14,255-99.5% | $834-90.8% |