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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $56,521 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $47,740 |
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 | $143,579 | $83,884+71.2% | $64,101+124.0% | $74,460+92.8% |
| Participation rate | 97.7% | 76.6%+21.0pp | 72.3%+25.3pp | 70.7%+26.9pp |
| Annual return | 12.80% | 16.57%-3.8pp | 33.72%-20.9pp | 34.38%-21.6pp |
| Employer contribution / active EE | $4,428 | $3,084+43.6% | $2,749+61.1% | $2,638+67.9% |
| Participant deferral / active EE | $4,128 | $3,692+11.8% | $3,881+6.4% | $4,530-8.9% |
| Admin fee / account holder | $240 | $196+22.3% | $3,070-92.2% | $348-31.0% |