Filed October 19, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $183,711 |
Filed as: CBIZ INVESTMENT ADVISORY Service code 26 · EIN 81-3968784 | Advisory (Participants) | $38,025 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,422 | $50,150-61.3% | $149,723-87.0% | $80,169-75.8% |
| Participation rate | 92.6% | 64.3%+28.3pp | 78.8%+13.8pp | 72.9%+19.7pp |
| Annual return | 75.75% | 29.80%+45.9pp | 134.50%-58.7pp | 40.39%+35.4pp |
| Employer contribution / active EE | $1,906 | $1,868+2.0% | $4,821-60.5% | $2,978-36.0% |
| Participant deferral / active EE | $3,167 | $3,195-0.9% | $5,682-44.3% | $5,016-36.9% |
| Admin fee / account holder | $24 | $153-84.6% | $13,215-99.8% | $145-83.7% |