Filed February 25, 2016
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $248,988 |
Filed as: CBIZ INVESTMENT ADVISORY SVCS LLC Service code 27 · EIN 81-3968784 | Advisory (Plan) | $46,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,869 | $113,568+4.7% | $67,561+75.9% | $199,921-40.5% |
| Participation rate | 56.4% | 73.3%-17.0pp | 72.9%-16.5pp | 72.0%-15.7pp |
| Annual return | 11.84% | 15.88%-4.0pp | 3525.44%-3513.6pp | 34.28%-22.4pp |
| Employer contribution / active EE | $3,038 | $3,409-10.9% | $2,735+11.1% | $3,035+0.1% |
| Participant deferral / active EE | $3,213 | $4,163-22.8% | $4,003-19.7% | $5,089-36.9% |
| Admin fee / account holder | $164 | $102+59.7% | $4,006-95.9% | $269-39.3% |