Filed December 29, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 28 · EIN 52-1396995 | Investment Management | $11,250 |
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 | $136,925 | $70,083+95.4% | $59,883+128.7% | $55,725+145.7% |
| Participation rate | 99.7% | 78.4%+21.3pp | 74.7%+25.0pp | 70.9%+28.8pp |
| Annual return | -2.29% | 3.13%-5.4pp | 3.46%-5.8pp | 244.93%-247.2pp |
| Employer contribution / active EE | $2,558 | $2,878-11.1% | $2,722-6.0% | $2,078+23.1% |
| Participant deferral / active EE | $3,950 | $3,079+28.3% | $3,402+16.1% | $3,356+17.7% |
| Admin fee / account holder | $12 | $70-83.4% | $3,591-99.7% | $115-89.8% |