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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 | $91,692+53.9% | $67,561+108.9% | $77,714+81.6% |
| Participation rate | 96.7% | 76.0%+20.7pp | 72.9%+23.8pp | 70.6%+26.2pp |
| Annual return | 10.28% | 14.88%-4.6pp | 3525.44%-3515.2pp | 31.26%-21.0pp |
| Employer contribution / active EE | $4,951 | $3,188+55.3% | $2,735+81.1% | $2,727+81.6% |
| Participant deferral / active EE | $4,656 | $3,912+19.0% | $4,003+16.3% | $4,649+0.1% |
| Admin fee / account holder | $225 | $245-8.1% | $4,006-94.4% | $433-48.1% |