Filed May 22, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $33,905 |
MALONEY & NOVOTNY LLC5 years Service code 10 · EIN 34-0677006 | Accounting | $16,700 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $12,586 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $167,683 | $93,351+79.6% | $62,929+166.5% | $79,634+110.6% |
| Participation rate | 88.4% | 74.6%+13.8pp | 73.1%+15.3pp | 62.5%+26.0pp |
| Annual return | 10.74% | 14.37%-3.6pp | 1063.93%-1053.2pp | 36.46%-25.7pp |
| Employer contribution / active EE | $3,529 | $3,135+12.6% | $2,505+40.9% | $2,529+39.5% |
| Participant deferral / active EE | $3,154 | $3,921-19.6% | $3,888-18.9% | $3,835-17.7% |
| Admin fee / account holder | $55 | $229-76.2% | $5,065-98.9% | $1,002-94.6% |