Filed December 29, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADV SERVICES LLC Service code 28 · EIN 81-3968784 | Investment Management | $23,005 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $12,500 |
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 | $157,868 | $84,948+85.8% | $70,462+124.0% | $73,412+115.0% |
| Participation rate | 99.7% | 79.9%+19.7pp | 75.1%+24.6pp | 72.2%+27.5pp |
| Annual return | 12.21% | 13.39%-1.2pp | 109.08%-96.9pp | 59.30%-47.1pp |
| Employer contribution / active EE | $970 | $2,834-65.8% | $2,737-64.6% | $2,234-56.6% |
| Participant deferral / active EE | $4,209 | $3,387+24.3% | $3,710+13.5% | $3,806+10.6% |
| Admin fee / account holder | $37 | $98-62.6% | $3,845-99.0% | $158-76.8% |