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| 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 | $51,649+20.0% | $124,206-50.1% | $64,097-3.3% |
| Participation rate | 95.9% | 45.2%+50.7pp | 69.6%+26.3pp | 55.2%+40.7pp |
| Annual return | 16.38% | 19.98%-3.6pp | 515.27%-498.9pp | 34.64%-18.3pp |
| Employer contribution / active EE | $4,331 | $1,057+309.8% | $3,540+22.3% | $1,891+129.0% |
| Participant deferral / active EE | $0 | $2,165-100.0% | $3,968-100.0% | $3,080-100.0% |
| Admin fee / account holder | $338 | $4,237-92.0% | $5,929-94.3% | $3,454-90.2% |