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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $53,610 |
Filed as: CBIZ INVESTMENT ADVISORY Service code 16 · EIN 81-3968784 | Consulting | $29,339 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,600 | $46,332-66.3% | $143,799-89.2% | $64,819-75.9% |
| Participation rate | 84.1% | 64.2%+19.9pp | 80.3%+3.8pp | 71.5%+12.6pp |
| Annual return | -15.04% | -10.05%-5.0pp | -0.04%-15.0pp | 32.84%-47.9pp |
| Employer contribution / active EE | $725 | $1,911-62.0% | $4,952-85.4% | $2,507-71.1% |
| Participant deferral / active EE | $1,941 | $2,647-26.7% | $5,638-65.6% | $4,311-55.0% |
| Admin fee / account holder | $2 | $154-98.6% | $14,677-100.0% | $188-98.9% |