Filed May 22, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $23,275 |
MALONEY & NOVOTNY LLC1 year Filed as: MALONEY & NOVOTNY, LLC Service code 10 · EIN 34-0677006 | Accounting | $5,000 |
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 | $134,394 | $74,552+80.3% | $63,018+113.3% | $69,631+93.0% |
| Participation rate | 88.6% | 78.3%+10.3pp | 74.8%+13.8pp | 70.7%+17.9pp |
| Annual return | 12.41% | 15.77%-3.4pp | 87.62%-75.2pp | 27571.02%-27558.6pp |
| Employer contribution / active EE | $4,981 | $2,929+70.1% | $2,761+80.4% | $2,032+145.1% |
| Participant deferral / active EE | $2,909 | $2,974-2.2% | $3,330-12.6% | $3,224-9.8% |
| Admin fee / account holder | $27 | $59-54.8% | $3,601-99.3% | $110-75.7% |