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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,162 | $69,763+181.2% | $67,502+190.6% | $74,495+163.3% |
| Participation rate | 92.9% | 71.4%+21.5pp | 72.9%+20.0pp | 67.2%+25.7pp |
| Annual return | 15.03% | -40.34%+55.4pp | 3512.12%-3497.1pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $7,934 | $2,704+193.4% | $2,731+190.5% | $2,623+202.5% |
| Participant deferral / active EE | $8,144 | $3,636+124.0% | $4,000+103.6% | $4,346+87.4% |
| Admin fee / account holder | $177 | $896-80.3% | $3,998-95.6% | $1,942-90.9% |