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 |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $26,647 |
DEBOER & ASSOCIATES, PC3 years Filed as: DEBOER & ASSOCIATES, P.C. Service code 10 · EIN 47-0836395 | Accounting | $19,750 |
Filed as: CBIZ Service code 15 · EIN 31-1582098 | Recordkeeping | $14,122 |
COOK STREET CONSULTING6 years Filed as: COOK STREET CONSULTING, INC. Service code 27 · EIN 84-0854432 | Advisory (Plan) | $12,731 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,982 | $51,736+19.8% | $120,225-48.4% | $67,986-8.8% |
| Participation rate | 95.9% | 46.1%+49.8pp | 69.6%+26.3pp | 57.2%+38.7pp |
| Annual return | 16.38% | 31.98%-15.6pp | 439.23%-422.8pp | 31.67%-15.3pp |
| Employer contribution / active EE | $4,331 | $1,071+304.2% | $3,475+24.6% | $2,019+114.5% |
| Participant deferral / active EE | $0 | $2,206-100.0% | $3,999-100.0% | $3,358-100.0% |
| Admin fee / account holder | $338 | $4,159-91.9% | $5,696-94.1% | $3,203-89.4% |