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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Investment managem... | $158,226 |
CBIZ RETIREMENT PLAN SERVICES8+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 · EIN 52-1396996 | Consulting | $129,724 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,002 | $52,523-27.6% | $117,533-67.7% | $77,906-51.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 70.6%+29.4pp | 73.7%+26.3pp |
| Annual return | -15.51% | -13.76%-1.7pp | 29.77%-45.3pp | 12.16%-27.7pp |
| Employer contribution / active EE | $2,235 | $2,166+3.2% | $4,179-46.5% | $2,846-21.5% |
| Participant deferral / active EE | $3,694 | $3,087+19.7% | $4,072-9.3% | $4,805-23.1% |
| Admin fee / account holder | $133 | $99+34.3% | $5,647-97.6% | $133+0.6% |