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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Parti... | $303,715 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC. Service code 16 | Consulting | $101,306 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 PO BOX 643792 · CINCINNATI, OH 45264 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return 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 | $19,961 | $43,453-54.1% | $109,313-81.7% | $63,975-68.8% |
| Participation rate | 94.2% | 59.3%+34.9pp | 71.3%+22.9pp | 71.1%+23.0pp |
| Annual return | 4.97% | 9.85%-4.9pp | 22.07%-17.1pp | 48.65%-43.7pp |
| Employer contribution / active EE | $1,364 | $1,799-24.2% | $3,892-64.9% | $2,182-37.5% |
| Participant deferral / active EE | $1,496 | $2,093-28.6% | $3,166-52.8% | $3,356-55.4% |
| Admin fee / account holder | $110 | $79+39.7% | $5,666-98.1% | $70+56.5% |