Filed September 12, 2022 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SVCS LLC Service code 28 · EIN 81-3968784 | Investment Management | $37,633 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 50 · EIN 41-0973005 | Direct Payment | $3,543 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $209,597 | $105,581+98.5% | $70,492+197.3% | $90,274+132.2% |
| Participation rate | 97.8% | 77.5%+20.3pp | 75.1%+22.7pp | 73.4%+24.4pp |
| Annual return | 11.34% | 14.78%-3.4pp | 109.16%-97.8pp | 53.97%-42.6pp |
| Employer contribution / active EE | $3,500 | $3,304+5.9% | $2,738+27.8% | $2,523+38.7% |
| Participant deferral / active EE | $4,133 | $3,813+8.4% | $3,711+11.4% | $4,231-2.3% |
| Admin fee / account holder | $17 | $68-74.9% | $3,848-99.6% | $114-85.1% |