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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $75,539 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $63,053 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,112 | $91,621+54.0% | $67,511+109.0% | $77,671+81.7% |
| Participation rate | 96.7% | 76.0%+20.8pp | 72.9%+23.9pp | 70.6%+26.2pp |
| Annual return | 10.28% | 14.87%-4.6pp | 3517.41%-3507.1pp | 31.21%-20.9pp |
| Employer contribution / active EE | $4,951 | $3,184+55.5% | $2,733+81.2% | $2,726+81.6% |
| Participant deferral / active EE | $4,656 | $3,906+19.2% | $4,000+16.4% | $4,648+0.2% |
| Admin fee / account holder | $225 | $176+27.5% | $3,999-94.4% | $430-47.8% |