Filed May 17, 2022
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $46,791 |
PLANPILOT, LLC1 year Service code 27 · EIN 45-4168388 | Advisory (Plan) | $9,825 |
Filed as: CBIZ, INC. Service code 10 · EIN 22-2769024 | Accounting | $9,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,162 | $69,745+181.3% | $67,511+190.6% | $74,546+163.1% |
| Participation rate | 92.9% | 71.3%+21.5pp | 72.9%+20.0pp | 67.2%+25.7pp |
| Annual return | 15.03% | -40.37%+55.4pp | 3517.41%-3502.4pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $7,934 | $2,705+193.3% | $2,733+190.4% | $2,624+202.3% |
| Participant deferral / active EE | $8,144 | $3,636+124.0% | $4,000+103.6% | $4,347+87.3% |
| Admin fee / account holder | $177 | $894-80.2% | $3,999-95.6% | $1,944-90.9% |