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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP8 years Service code 10 · EIN 42-0714325 | Accounting | $81,375 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 17 · EIN 81-3968784 | Pension Consulting | $67,722 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $48,356 |
ICE MILLER LLP2 years Service code 29 · EIN 35-0874357 | Legal | $22,386 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $105,493 | $91,710+15.0% | $67,560+56.1% | $77,762+35.7% |
| Participation rate | 99.3% | 76.0%+23.2pp | 72.9%+26.3pp | 70.6%+28.7pp |
| Annual return | 10.79% | 14.88%-4.1pp | 3533.50%-3522.7pp | 31.27%-20.5pp |
| Employer contribution / active EE | $3,578 | $3,187+12.3% | $2,737+30.7% | $2,728+31.2% |
| Participant deferral / active EE | $2,828 | $3,911-27.7% | $4,004-29.4% | $4,651-39.2% |
| Admin fee / account holder | $128 | $245-47.8% | $3,994-96.8% | $433-70.5% |