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) | $29,257 |
MALONEY & NOVOTNY LLC3 years Service code 10 · EIN 34-0677006 | Accounting | $14,900 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,182 |
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 | $146,906 | $83,884+75.1% | $64,101+129.2% | $74,460+97.3% |
| Participation rate | 84.9% | 76.6%+8.3pp | 72.3%+12.6pp | 70.7%+14.1pp |
| Annual return | 11.04% | 16.57%-5.5pp | 33.72%-22.7pp | 34.38%-23.3pp |
| Employer contribution / active EE | $3,278 | $3,084+6.3% | $2,749+19.2% | $2,638+24.2% |
| Participant deferral / active EE | $2,756 | $3,692-25.3% | $3,881-29.0% | $4,530-39.2% |
| Admin fee / account holder | $41 | $196-79.3% | $3,070-98.7% | $348-88.4% |