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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $22,038 |
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 | $180,189 | $59,328+203.7% | $118,914+51.5% | $73,497+145.2% |
| Participation rate | 100.0% | 62.3%+37.7pp | 75.4%+24.6pp | 70.7%+29.3pp |
| Annual return | 15.37% | 19.13%-3.8pp | 35.89%-20.5pp | 28.51%-13.1pp |
| Employer contribution / active EE | $6,141 | $1,803+240.5% | $3,264+88.1% | $2,270+170.5% |
| Participant deferral / active EE | $5,445 | $2,604+109.1% | $4,266+27.6% | $3,740+45.6% |
| Admin fee / account holder | $225 | $600-62.6% | $6,582-96.6% | $513-56.2% |