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 FINANCIAL SOLUTIONS, INC. Service code 15 · EIN 52-1396995 | Recordkeeping | $19,020 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,792 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,380 | $80,992+15.3% | $96,534-3.3% | $75,173+24.2% |
| Participation rate | 65.9% | 71.8%-5.9pp | 76.0%-10.1pp | 67.2%-1.3pp |
| Annual return | 17.09% | 27.05%-10.0pp | 25.88%-8.8pp | 160.72%-143.6pp |
| Employer contribution / active EE | $2,366 | $2,283+3.7% | $2,965-20.2% | $2,671-11.4% |
| Participant deferral / active EE | $5,654 | $3,929+43.9% | $4,851+16.5% | $4,126+37.0% |
| Admin fee / account holder | $23 | $6,717-99.7% | $8,253-99.7% | $5,651-99.6% |