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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping fees... | $314,469 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 PO BOX 643792 · CINCINNATI, OH 45264 | Consulting | $114,134 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $27,074 | $52,149-48.1% | $122,354-77.9% | $77,958-65.3% |
| Participation rate | 93.1% | 58.6%+34.6pp | 71.6%+21.5pp | 71.6%+21.5pp |
| Annual return | 14.90% | 17.75%-2.8pp | 30.28%-15.4pp | 20.87%-6.0pp |
| Employer contribution / active EE | $1,460 | $1,750-16.5% | $4,051-64.0% | $2,310-36.8% |
| Participant deferral / active EE | $1,738 | $2,114-17.8% | $3,287-47.1% | $3,537-50.9% |
| Admin fee / account holder | $131 | $93+40.6% | $5,479-97.6% | $97+34.5% |