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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS, INC Service code 26 · EIN 52-1396995 6050 OAK TREE BLVD · CLEVELAND, OH 44131 | Advisory (Participants) | $16,919 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $632 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,656 | $50,199-7.1% | $69,890-33.2% | $66,949-30.3% |
| Participation rate | 77.3% | 66.3%+11.0pp | 70.5%+6.9pp | 69.8%+7.5pp |
| Annual return | -16.39% | -13.85%-2.5pp | 190.84%-207.2pp | 1.57%-18.0pp |
| Employer contribution / active EE | $799 | $1,864-57.1% | $2,560-68.8% | $2,545-68.6% |
| Participant deferral / active EE | $2,950 | $3,112-5.2% | $3,848-23.3% | $4,239-30.4% |
| Admin fee / account holder | $239 | $600-60.2% | $6,267-96.2% | $594-59.8% |