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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) | $14,114 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,207 | $79,151+69.6% | $60,906+120.4% | $64,819+107.0% |
| Participation rate | 97.0% | 77.7%+19.3pp | 73.1%+23.9pp | 71.5%+25.5pp |
| Annual return | -11.37% | -7.12%-4.2pp | 16.94%-28.3pp | 32.84%-44.2pp |
| Employer contribution / active EE | $4,707 | $3,052+54.2% | $2,703+74.1% | $2,507+87.8% |
| Participant deferral / active EE | $4,340 | $3,727+16.4% | $3,814+13.8% | $4,311+0.7% |
| Admin fee / account holder | $26 | $106-75.5% | $3,227-99.2% | $188-86.2% |