Filed March 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $46,853 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $3,460 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,948 | $55,472+8.1% | $155,567-61.5% | $74,546-19.6% |
| Participation rate | 96.3% | 61.9%+34.3pp | 78.2%+18.1pp | 67.2%+29.0pp |
| Annual return | 12.16% | 268.72%-256.6pp | 64.74%-52.6pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $2,113 | $2,269-6.9% | $4,674-54.8% | $2,624-19.5% |
| Participant deferral / active EE | $3,958 | $2,838+39.5% | $5,628-29.7% | $4,347-9.0% |
| Admin fee / account holder | $232 | $1,743-86.7% | $15,916-98.5% | $1,944-88.1% |