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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 | Other Fees | $10,922 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 99 · EIN 31-1582098 | Other Fees | $6,912 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 99 · EIN 81-3968784 | Other Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,154 | $101,798-63.5% | $165,071-77.5% | $80,935-54.1% |
| Participation rate | 98.5% | 71.8%+26.6pp | 78.6%+19.8pp | 67.7%+30.8pp |
| Annual return | 10.69% | 16.73%-6.0pp | 70.17%-59.5pp | 35.66%-25.0pp |
| Employer contribution / active EE | $3,626 | $2,954+22.7% | $4,347-16.6% | $2,757+31.5% |
| Participant deferral / active EE | $3,151 | $4,476-29.6% | $6,035-47.8% | $4,299-26.7% |
| Admin fee / account holder | $99 | $8,221-98.8% | $12,695-99.2% | $6,924-98.6% |