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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 17 · EIN 52-1396995 6050 OAK TREE BOULEVARD 500 · CLEVELAND, OH 441316951 | Pension Consulting | $27,000 |
SCHNEIDER DOWNS & CO., INC.1+ years Service code 10 · EIN 25-1408703 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Accounting | $6,397 |
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 | $99,637 | $67,166+48.3% | $57,356+73.7% | $55,191+80.5% |
| Participation rate | 99.0% | 77.7%+21.3pp | 75.1%+23.9pp | 69.2%+29.9pp |
| Annual return | 1.42% | 4.22%-2.8pp | 24.41%-23.0pp | 10.78%-9.4pp |
| Employer contribution / active EE | $4,721 | $2,812+67.9% | $2,689+75.6% | $1,899+148.6% |
| Participant deferral / active EE | $3,786 | $2,835+33.6% | $3,162+19.8% | $3,046+24.3% |
| Admin fee / account holder | $84 | $44+92.0% | $3,357-97.5% | $91-7.9% |