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 | $84,045+99.5% | $77,361+116.8% | $69,255+142.1% |
| Participation rate | 88.4% | 71.8%+16.6pp | 75.0%+13.5pp | 69.0%+19.4pp |
| Annual return | 10.74% | 12.46%-1.7pp | 1011.54%-1000.8pp | 26.73%-16.0pp |
| Employer contribution / active EE | $3,529 | $2,954+19.5% | $2,990+18.0% | $2,645+33.4% |
| Participant deferral / active EE | $3,154 | $3,349-5.8% | $3,911-19.3% | $2,890+9.1% |
| Admin fee / account holder | $55 | $239-77.2% | $5,894-99.1% | $733-92.6% |