Filed March 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES8+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $37,931 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $2,630 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,742 | $65,125-26.7% | $143,797-66.8% | $66,949-28.7% |
| Participation rate | 94.0% | 65.2%+28.8pp | 80.3%+13.6pp | 69.8%+24.1pp |
| Annual return | -18.99% | -11.13%-7.9pp | -0.04%-18.9pp | 1.57%-20.6pp |
| Employer contribution / active EE | $1,974 | $2,362-16.5% | $4,952-60.1% | $2,545-22.5% |
| Participant deferral / active EE | $3,688 | $2,920+26.3% | $5,638-34.6% | $4,239-13.0% |
| Admin fee / account holder | $201 | $503-60.1% | $14,679-98.6% | $594-66.2% |