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 | $92,071+82.1% | $63,803+162.8% | $71,012+136.1% |
| Participation rate | 88.4% | 73.7%+14.8pp | 72.7%+15.7pp | 58.6%+29.9pp |
| Annual return | 10.74% | 13.14%-2.4pp | 543.72%-533.0pp | 37.67%-26.9pp |
| Employer contribution / active EE | $3,529 | $3,085+14.4% | $2,532+39.4% | $2,348+50.3% |
| Participant deferral / active EE | $3,154 | $3,765-16.2% | $3,843-17.9% | $3,246-2.8% |
| Admin fee / account holder | $55 | $227-75.9% | $5,196-99.0% | $1,167-95.3% |