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) | $30,135 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,229 |
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 | $159,970 | $91,680+74.5% | $67,524+136.9% | $77,692+105.9% |
| Participation rate | 87.5% | 76.0%+11.5pp | 72.9%+14.6pp | 70.6%+16.9pp |
| Annual return | 13.36% | 14.87%-1.5pp | 3519.41%-3506.0pp | 31.25%-17.9pp |
| Employer contribution / active EE | $3,197 | $3,186+0.4% | $2,734+16.9% | $2,726+17.3% |
| Participant deferral / active EE | $2,779 | $3,909-28.9% | $4,001-30.5% | $4,648-40.2% |
| Admin fee / account holder | $29 | $176-83.5% | $4,001-99.3% | $431-93.2% |