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 |
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 | $86,795+93.2% | $67,681+147.8% | $64,728+159.1% |
| Participation rate | 88.4% | 71.7%+16.8pp | 73.7%+14.7pp | 57.9%+30.5pp |
| Annual return | 10.74% | 12.58%-1.8pp | 590.58%-579.8pp | 49.38%-38.6pp |
| Employer contribution / active EE | $3,529 | $2,837+24.4% | $2,678+31.8% | $2,243+57.4% |
| Participant deferral / active EE | $3,154 | $3,430-8.0% | $3,976-20.7% | $2,729+15.6% |
| Admin fee / account holder | $55 | $238-77.1% | $6,100-99.1% | $1,145-95.2% |