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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 28 · EIN 81-3968784 | Investment Management | $6,400 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,225 |
Participant contribution per participant 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 | $22,579 | $65,582-65.6% | $64,097-64.8% | $71,529-68.4% |
| Participation rate | 99.0% | 73.2%+25.8pp | 72.3%+26.7pp | 67.9%+31.0pp |
| Annual return | 13.26% | 18.96%-5.7pp | 33.75%-20.5pp | 28.97%-15.7pp |
| Employer contribution / active EE | $1,632 | $2,671-38.9% | $2,750-40.7% | $2,590-37.0% |
| Participant deferral / active EE | $667 | $3,628-81.6% | $3,881-82.8% | $4,291-84.4% |
| Admin fee / account holder | $31 | $616-95.0% | $3,070-99.0% | $1,588-98.0% |