Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $38,949 |
Filed as: CBIZ FINANCIAL SOLUTIONS Service code 99 · EIN 52-1396995 | Other Fees | $15,097 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,808 | $62,928-82.8% | $172,752-93.7% | $67,579-84.0% |
| Participation rate | 92.4% | 64.5%+27.9pp | 82.6%+9.7pp | 71.3%+21.1pp |
| Annual return | 22.88% | 30.36%-7.5pp | 802.97%-780.1pp | 378.56%-355.7pp |
| Employer contribution / active EE | $1,915 | $1,636+17.0% | $5,144-62.8% | $2,148-10.8% |
| Participant deferral / active EE | $834 | $2,145-61.1% | $5,198-84.0% | $3,539-76.4% |
| Admin fee / account holder | $107 | $167-36.0% | $13,955-99.2% | $142-25.1% |