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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ MHM, LLC Service code 10 · EIN 26-3753134 | Accounting | $17,960 |
Service code 27 · EIN 46-5067565 | Advisory (Plan) | $9,858 |
TIAA7 years Service code 37 · EIN 13-1624203 | Loan Processing | $3,406 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,305 | $83,884-40.0% | $64,101-21.5% | $74,460-32.4% |
| Participation rate | 93.2% | 76.6%+16.5pp | 72.3%+20.9pp | 70.7%+22.4pp |
| Annual return | 10.78% | 16.57%-5.8pp | 33.72%-22.9pp | 34.38%-23.6pp |
| Employer contribution / active EE | $2,318 | $3,084-24.8% | $2,749-15.7% | $2,638-12.1% |
| Participant deferral / active EE | $3,397 | $3,692-8.0% | $3,881-12.5% | $4,530-25.0% |
| Admin fee / account holder | $33 | $196-83.2% | $3,070-98.9% | $348-90.5% |