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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 17 · EIN 52-1396995 6050 OAK TREE BOULEVARD SUITE 500 · CLEVELAND, OH 441316951 | Pension Consulting | $32,000 |
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 | $117,932 | $70,083+68.3% | $59,899+96.9% | $55,725+111.6% |
| Participation rate | 98.8% | 78.4%+20.5pp | 74.7%+24.1pp | 70.9%+28.0pp |
| Annual return | -3.77% | 3.13%-6.9pp | 3.46%-7.2pp | 244.93%-248.7pp |
| Employer contribution / active EE | $4,545 | $2,878+57.9% | $2,723+66.9% | $2,078+118.7% |
| Participant deferral / active EE | $4,032 | $3,079+31.0% | $3,402+18.5% | $3,356+20.2% |
| Admin fee / account holder | $59 | $70-16.1% | $3,592-98.4% | $115-48.8% |