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) | $28,405 |
MALONEY & NOVOTNY LLC2 years Service code 10 · EIN 34-0677006 | Accounting | $14,400 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,363 |
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 | $139,664 | $79,151+76.5% | $60,906+129.3% | $64,819+115.5% |
| Participation rate | 84.6% | 77.7%+6.9pp | 73.1%+11.5pp | 71.5%+13.2pp |
| Annual return | -7.66% | -7.12%-0.5pp | 16.94%-24.6pp | 32.84%-40.5pp |
| Employer contribution / active EE | $3,388 | $3,052+11.0% | $2,703+25.3% | $2,507+35.2% |
| Participant deferral / active EE | $2,822 | $3,727-24.3% | $3,814-26.0% | $4,311-34.5% |
| Admin fee / account holder | $38 | $106-63.8% | $3,227-98.8% | $188-79.6% |