Filed March 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES9+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $40,412 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $2,460 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,423 | $61,391-6.5% | $149,723-61.6% | $71,529-19.7% |
| Participation rate | 93.1% | 62.5%+30.6pp | 78.8%+14.3pp | 67.9%+25.2pp |
| Annual return | 18.41% | 35.88%-17.5pp | 134.50%-116.1pp | 28.97%-10.6pp |
| Employer contribution / active EE | $1,971 | $2,384-17.3% | $4,821-59.1% | $2,590-23.9% |
| Participant deferral / active EE | $3,740 | $2,921+28.1% | $5,682-34.2% | $4,291-12.8% |
| Admin fee / account holder | $204 | $1,264-83.9% | $13,215-98.5% | $1,588-87.1% |