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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES9+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 · EIN 52-1396996 | Consulting | $115,398 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Parti... | $29,884 |
NATIONAL FINANCIAL SERVICES9+ 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 | $44,241 | $57,570-23.2% | $121,204-63.5% | $80,157-44.8% |
| Participation rate | 98.5% | 58.8%+39.7pp | 69.5%+28.9pp | 72.9%+25.5pp |
| Annual return | 16.27% | 20.42%-4.2pp | 987.18%-970.9pp | 40.39%-24.1pp |
| Employer contribution / active EE | $2,226 | $2,119+5.0% | $4,170-46.6% | $2,977-25.2% |
| Participant deferral / active EE | $3,659 | $3,092+18.3% | $4,083-10.4% | $5,015-27.0% |
| Admin fee / account holder | $67 | $121-45.1% | $5,651-98.8% | $145-54.1% |