Filed November 14, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 99 · EIN 52-1396995 PO BOX 643792 · CINCINNATI, OH 452643792 | Other Fees | $26,580 |
BKD, LLP2+ years Service code 10 · EIN 44-0160260 200 E MAIN STREET, SUITE 700 · FORT WAYNE, IN 46802 | Accounting | $8,500 |
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 | $114,719 | $68,408+67.7% | $57,196+100.6% | $57,658+99.0% |
| Participation rate | 99.7% | 79.1%+20.5pp | 75.3%+24.3pp | 70.2%+29.4pp |
| Annual return | 37.85% | 8.51%+29.3pp | 14.59%+23.3pp | 5.13%+32.7pp |
| Employer contribution / active EE | $3,938 | $2,869+37.2% | $2,683+46.8% | $1,974+99.5% |
| Participant deferral / active EE | $4,722 | $2,903+62.6% | $3,096+52.5% | $3,061+54.3% |
| Admin fee / account holder | $194 | $70+178.9% | $3,141-93.8% | $95+105.5% |