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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES9+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $30,108 |
Filed as: EMPOWER ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $20,938 |
CBIZ RETIREMENT PLAN SERVICES9+ years Filed as: CBIZ BENEFITS & INS Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $11,155 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,573 | $91,424-35.9% | $135,942-56.9% | $71,495-18.1% |
| Participation rate | 95.8% | 75.7%+20.1pp | 81.9%+13.9pp | 67.9%+27.8pp |
| Annual return | 17.83% | 29.90%-12.1pp | 68.28%-50.4pp | 28.85%-11.0pp |
| Employer contribution / active EE | $2,163 | $3,704-41.6% | $4,858-55.5% | $2,589-16.5% |
| Participant deferral / active EE | $4,673 | $7,092-34.1% | $7,759-39.8% | $4,291+8.9% |
| Admin fee / account holder | $260 | $1,266-79.4% | $10,764-97.6% | $1,588-83.6% |