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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $35,643 |
Filed as: EMPOWER ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $21,929 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ BENEFITS & INS Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $14,405 |
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 | $59,683 | $101,672-41.3% | $147,117-59.4% | $74,478-19.9% |
| Participation rate | 97.7% | 75.5%+22.1pp | 82.2%+15.5pp | 67.2%+30.5pp |
| Annual return | 11.94% | 8757.83%-8745.9pp | 420.54%-408.6pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $2,407 | $3,813-36.9% | $4,932-51.2% | $2,626-8.3% |
| Participant deferral / active EE | $4,916 | $7,305-32.7% | $8,065-39.0% | $4,350+13.0% |
| Admin fee / account holder | $281 | $1,753-84.0% | $12,993-97.8% | $1,946-85.6% |