Filed March 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $35,383 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 72 · EIN 52-1309931 | Other investment fees and expenses | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,707 | $58,895-0.3% | $178,503-67.1% | $73,497-20.1% |
| Participation rate | 91.7% | 66.2%+25.5pp | 81.9%+9.8pp | 70.7%+21.0pp |
| Annual return | 18.71% | 24.86%-6.2pp | 151.12%-132.4pp | 28.51%-9.8pp |
| Employer contribution / active EE | $1,841 | $2,236-17.7% | $5,011-63.3% | $2,270-18.9% |
| Participant deferral / active EE | $3,424 | $2,567+33.4% | $5,202-34.2% | $3,740-8.4% |
| Admin fee / account holder | $221 | $400-44.9% | $13,987-98.4% | $513-57.0% |