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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $27,119 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,183 | $70,587+202.0% | $124,694+71.0% | $85,851+148.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 15.97% | 20688.83%-20672.9pp | 5144.82%-5128.8pp | 318.63%-302.7pp |
| Employer contribution / active EE | $7,206 | $1,913+276.6% | $3,325+116.8% | $2,565+180.9% |
| Participant deferral / active EE | $6,226 | $2,969+109.7% | $4,615+34.9% | $3,952+57.5% |
| Admin fee / account holder | $245 | $5,282-95.4% | $7,495-96.7% | $6,261-96.1% |