Filed September 30, 2025 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $14,623 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $96 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,386 | $74,552+96.4% | $62,995+132.4% | $69,631+110.2% |
| Participation rate | 99.3% | 78.3%+21.1pp | 74.8%+24.5pp | 70.7%+28.7pp |
| Annual return | 15.13% | 15.77%-0.6pp | 87.57%-72.4pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $6,810 | $2,929+132.5% | $2,759+146.8% | $2,032+235.1% |
| Participant deferral / active EE | $3,627 | $2,974+21.9% | $3,329+8.9% | $3,224+12.5% |
| Admin fee / account holder | $8 | $59-86.0% | $3,600-99.8% | $110-92.5% |