Filed March 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES7+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $42,914 |
T ROWE PRICE RPS INC2 years 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 | $59,315 | $61,172-3.0% | $185,851-68.1% | $79,389-25.3% |
| Participation rate | 89.7% | 66.6%+23.0pp | 81.7%+7.9pp | 70.7%+18.9pp |
| Annual return | 13.79% | 19.45%-5.7pp | 122.11%-108.3pp | 116.89%-103.1pp |
| Employer contribution / active EE | $1,855 | $2,321-20.1% | $5,168-64.1% | $2,428-23.6% |
| Participant deferral / active EE | $3,573 | $2,788+28.1% | $5,569-35.8% | $4,046-11.7% |
| Admin fee / account holder | $238 | $710-66.5% | $16,245-98.5% | $626-62.0% |