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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ BENEFITS & INSURANCE SVCS INC Service code 16 · EIN 31-1582098 | Consulting | $21,862 |
Filed as: MASSMUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $12,368 |
MALONEY & NOVOTNY LLC1 year Filed as: MALONEY & NOVOTNY, LLC Service code 10 · EIN 34-0677006 | Accounting | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $198,457-100.0% | $170,435-100.0% | $147,586-100.0% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 8.50% | 257.30%-248.8pp | 205.94%-197.4pp | 578.59%-570.1pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |