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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVI Service code 28 · EIN 81-3968784 | Investment Management | $67,033 |
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $40,253 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,314 | $89,808+3.9% | $100,383-7.0% | $77,671+20.1% |
| Participation rate | 73.7% | 81.2%-7.5pp | 81.5%-7.8pp | 70.6%+3.1pp |
| Annual return | 14.53% | 20.62%-6.1pp | 49.26%-34.7pp | 31.21%-16.7pp |
| Employer contribution / active EE | $2,500 | $3,039-17.7% | $3,944-36.6% | $2,726-8.3% |
| Participant deferral / active EE | $5,702 | $8,284-31.2% | $8,086-29.5% | $4,648+22.7% |
| Admin fee / account holder | $233 | $174+33.8% | $7,900-97.0% | $430-45.8% |