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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $72,625 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,040 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,196 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,260 | $89,435+46.8% | $164,975-20.4% | $77,714+68.9% |
| Participation rate | 98.1% | 78.6%+19.5pp | 78.6%+19.5pp | 70.6%+27.5pp |
| Annual return | 15.33% | 28.82%-13.5pp | 70.12%-54.8pp | 31.26%-15.9pp |
| Employer contribution / active EE | $2,805 | $2,563+9.5% | $4,343-35.4% | $2,727+2.9% |
| Participant deferral / active EE | $9,953 | $4,901+103.1% | $6,033+65.0% | $4,649+114.1% |
| Admin fee / account holder | $253 | $340-25.4% | $12,688-98.0% | $433-41.5% |