Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES8+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $31,170 |
Filed as: EMPOWER ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $24,005 |
CBIZ RETIREMENT PLAN SERVICES8+ years Filed as: CBIZ BENEFITS & INS Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $9,176 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,583 | $84,493-37.8% | $125,381-58.1% | $66,938-21.4% |
| Participation rate | 96.5% | 76.4%+20.0pp | 82.4%+14.1pp | 69.8%+26.6pp |
| Annual return | -17.45% | -8.49%-9.0pp | 572.31%-589.8pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,228 | $3,554-37.3% | $4,815-53.7% | $2,545-12.5% |
| Participant deferral / active EE | $4,800 | $6,783-29.2% | $7,448-35.6% | $4,238+13.3% |
| Admin fee / account holder | $294 | $685-57.0% | $10,007-97.1% | $594-50.4% |