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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $156,482 |
Filed as: CBIZ FINANCIAL SOLUTIONS Service code 16 | Consulting | $125,814 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 PO BOX 643792 · CINCINNATI, OH 45264 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES5+ 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 | $32,511 | $53,911-39.7% | $130,660-75.1% | $77,775-58.2% |
| Participation rate | 99.6% | 60.2%+39.4pp | 71.7%+27.9pp | 73.2%+26.4pp |
| Annual return | 18.63% | 21.93%-3.3pp | 1709.29%-1690.7pp | 32.58%-13.9pp |
| Employer contribution / active EE | $1,692 | $1,826-7.3% | $4,092-58.7% | $2,504-32.4% |
| Participant deferral / active EE | $2,322 | $2,288+1.5% | $3,603-35.6% | $3,966-41.4% |
| Admin fee / account holder | $105 | $129-18.4% | $5,463-98.1% | $100+4.9% |