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 | $38,351 |
MALONEY & NOVOTNY LLC2 years Filed as: MALONEY-NOVOTNY LLC Service code 10 · EIN 34-0677006 | Accounting | $13,400 |
FRANZ WARD1 year Service code 28 2500 KEY CENTER · CLEVELAND, OH 44114 | Investment Management | $5,220 |
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 | $189,592 | $92,091+105.9% | $63,018+200.9% | $77,958+143.2% |
| Participation rate | 98.1% | 74.5%+23.7pp | 74.8%+23.3pp | 71.6%+26.5pp |
| Annual return | 14.34% | 16.23%-1.9pp | 87.63%-73.3pp | 20.87%-6.5pp |
| Employer contribution / active EE | $6,510 | $3,424+90.1% | $2,761+135.8% | $2,310+181.8% |
| Participant deferral / active EE | $4,507 | $3,361+34.1% | $3,330+35.4% | $3,537+27.4% |
| Admin fee / account holder | $39 | $48-18.9% | $3,601-98.9% | $97-60.1% |