Filed January 18, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,904 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $12,208 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,718 | $46,464-57.6% | $150,298-86.9% | $79,634-75.2% |
| Participation rate | 52.1% | 57.0%-4.8pp | 77.8%-25.6pp | 62.5%-10.4pp |
| Annual return | 76.83% | 27.89%+48.9pp | 62.79%+14.0pp | 36.46%+40.4pp |
| Employer contribution / active EE | $376 | $1,512-75.1% | $4,154-91.0% | $2,529-85.1% |
| Participant deferral / active EE | $1,229 | $2,157-43.0% | $5,453-77.5% | $3,835-68.0% |
| Admin fee / account holder | $149 | $891-83.2% | $14,116-98.9% | $1,002-85.1% |