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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $45,628 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,604 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,251 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,397 | $78,636-9.2% | $105,607-32.4% | $74,459-4.1% |
| Participation rate | 79.2% | 72.8%+6.4pp | 75.3%+3.9pp | 67.2%+11.9pp |
| Annual return | 13.76% | 15.96%-2.2pp | 116.11%-102.3pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $3,167 | $2,523+25.5% | $3,1670% | $2,626+20.6% |
| Participant deferral / active EE | $8,068 | $4,322+86.7% | $5,011+61.0% | $4,350+85.5% |
| Admin fee / account holder | $413 | $2,220-81.4% | $10,958-96.2% | $1,945-78.7% |