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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 15 · EIN 52-1396995 | Recordkeeping | $16,984 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,270 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,804 | $78,423+6.9% | $95,964-12.7% | $79,856+4.9% |
| Participation rate | 81.2% | 73.5%+7.7pp | 77.1%+4.1pp | 69.6%+11.5pp |
| Annual return | 11.76% | 19.37%-7.6pp | 91.64%-79.9pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,655 | $1,945-14.9% | $2,541-34.9% | $2,471-33.0% |
| Participant deferral / active EE | $6,578 | $3,440+91.2% | $4,167+57.9% | $3,741+75.9% |
| Admin fee / account holder | $250 | $5,622-95.6% | $6,797-96.3% | $5,306-95.3% |