Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $75,539 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $63,053 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $141,112 | $91,680+53.9% | $67,524+109.0% | $77,692+81.6% |
| Participation rate | 96.7% | 76.0%+20.8pp | 72.9%+23.8pp | 70.6%+26.2pp |
| Annual return | 10.28% | 14.87%-4.6pp | 3519.41%-3509.1pp | 31.25%-21.0pp |
| Employer contribution / active EE | $4,951 | $3,186+55.4% | $2,734+81.1% | $2,726+81.6% |
| Participant deferral / active EE | $4,656 | $3,909+19.1% | $4,001+16.4% | $4,648+0.2% |
| Admin fee / account holder | $225 | $176+27.5% | $4,001-94.4% | $431-47.8% |