Filed November 14, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS INC. Service code 99 · EIN 52-1396995 | Other Fees | $51,198 |
BKD, LLP5+ years Service code 10 · EIN 44-0160260 | Accounting | $11,300 |
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 | $125,955 | $95,542+31.8% | $69,483+81.3% | $67,582+86.4% |
| Participation rate | 99.0% | 79.4%+19.7pp | 74.6%+24.4pp | 71.3%+27.8pp |
| Annual return | 17.54% | 17.67%-0.1pp | 28.99%-11.4pp | 378.57%-361.0pp |
| Employer contribution / active EE | $3,696 | $2,989+23.7% | $2,780+33.0% | $2,148+72.1% |
| Participant deferral / active EE | $4,640 | $3,263+42.2% | $3,537+31.2% | $3,539+31.1% |
| Admin fee / account holder | $201 | $90+123.9% | $3,841-94.8% | $142+41.3% |