Filed September 30, 2025 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $22,381 |
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 | $132,974 | $68,408+94.4% | $57,196+132.5% | $57,661+130.6% |
| Participation rate | 99.4% | 79.1%+20.3pp | 75.3%+24.1pp | 70.2%+29.2pp |
| Annual return | 8.39% | 8.51%-0.1pp | 14.59%-6.2pp | 5.13%+3.3pp |
| Employer contribution / active EE | $6,717 | $2,869+134.1% | $2,683+150.4% | $1,974+240.3% |
| Participant deferral / active EE | $3,536 | $2,903+21.8% | $3,096+14.2% | $3,061+15.5% |
| Admin fee / account holder | $13 | $70-81.2% | $3,141-99.6% | $95-86.2% |