Filed September 12, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 28 · EIN 52-1396995 | Investment Management | $28,875 |
MALONEY & NOVOTNY LLC1 year Filed as: MALONEY-NOVOTNY LLC Service code 10 · EIN 34-0677006 | Accounting | $15,600 |
FRANZ WARD1 year Filed as: FRANZ WARD LLP Service code 28 2500 KEY CENTER · CLEVELAND, OH 441141230 | Investment Management | $11,691 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $170,867 | $85,199+100.5% | $57,196+198.7% | $63,975+167.1% |
| Participation rate | 98.5% | 74.0%+24.4pp | 75.3%+23.1pp | 71.1%+27.3pp |
| Annual return | 7.23% | 10.43%-3.2pp | 14.59%-7.4pp | 48.65%-41.4pp |
| Employer contribution / active EE | $7,049 | $3,446+104.6% | $2,683+162.7% | $2,182+223.1% |
| Participant deferral / active EE | $4,687 | $3,109+50.8% | $3,096+51.4% | $3,356+39.7% |
| Admin fee / account holder | $22 | $39-41.8% | $3,141-99.3% | $70-68.1% |