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| Provider | Service type | Compensation |
|---|---|---|
APRIO LLP1 year Filed as: APRIO WEALTH MANAGEMENT Service code 27 · EIN 58-2484343 | Advisory (Plan) | $17,000 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 22-2769024 | Accounting | $5,158 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,853 | $128,603+47.6% | $197,124-3.7% | $67,986+179.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 86.7%+13.3pp | 57.2%+42.8pp |
| Annual return | 17.68% | 23.77%-6.1pp | 44.34%-26.7pp | 31.67%-14.0pp |
| Employer contribution / active EE | $21,591 | $4,379+393.0% | $6,227+246.7% | $2,019+969.6% |
| Participant deferral / active EE | $0 | $6,840-100.0% | $9,135-100.0% | $3,358-100.0% |
| Admin fee / account holder | $24 | $3,035-99.2% | $16,298-99.9% | $3,203-99.2% |