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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 6050 OAK TREE BOULEVARD SUITE 500 · CLEVELAND, OH 441316951 | Advisory (Plan) | $34,155 |
SCHNEIDER DOWNS & CO., INC.7+ years Service code 10 · EIN 25-1408703 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Accounting | $10,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,997 | $94,833+68.7% | $75,717+111.3% | $86,813+84.3% |
| Participation rate | 96.9% | 79.1%+17.8pp | 74.8%+22.1pp | 72.3%+24.6pp |
| Annual return | 13.13% | 16.91%-3.8pp | 104.58%-91.5pp | 97.93%-84.8pp |
| Employer contribution / active EE | $4,740 | $2,904+63.2% | $2,743+72.8% | $2,406+97.0% |
| Participant deferral / active EE | $4,503 | $3,632+24.0% | $3,821+17.9% | $4,131+9.0% |
| Admin fee / account holder | $69 | $109-36.9% | $3,619-98.1% | $170-59.6% |