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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES2+ years Service code 13 · EIN 31-1498244 | Contract Administrator | $0 |
Service code 15 · EIN 01-0233334 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,953 | $58,828-23.6% | $78,002-42.4% | $62,881-28.5% |
| Participation rate | 93.8% | 71.1%+22.7pp | 75.5%+18.2pp | 69.3%+24.4pp |
| Annual return | 8.05% | 17.16%-9.1pp | 425.99%-417.9pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,098 | $1,672+25.5% | $2,470-15.1% | $2,281-8.0% |
| Participant deferral / active EE | $1,038 | $2,686-61.4% | $3,497-70.3% | $3,203-67.6% |
| Admin fee / account holder | $15 | $4,393-99.7% | $5,481-99.7% | $4,296-99.6% |