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 27 · EIN 52-1396995 | Advisory (Plan) | $36,234 |
MALONEY & NOVOTNY LLC1 year Filed as: MALONEY NOVOTNY LLC Service code 10 · EIN 34-0677006 | Accounting | $12,500 |
FRANTZ WARD LLP1 year Service code 29 · EIN 34-1906425 | Legal | $9,409 |
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 | $173,662 | $87,173+99.2% | $59,899+189.9% | $75,289+130.7% |
| Participation rate | 96.6% | 74.5%+22.1pp | 74.7%+21.9pp | 72.4%+24.2pp |
| Annual return | -2.05% | -2.14%+0.1pp | 3.46%-5.5pp | -0.04%-2.0pp |
| Employer contribution / active EE | $5,881 | $3,473+69.3% | $2,723+116.0% | $2,405+144.5% |
| Participant deferral / active EE | $4,237 | $3,379+25.4% | $3,403+24.5% | $3,739+13.3% |
| Admin fee / account holder | $25 | $75-67.1% | $3,592-99.3% | $102-76.0% |