Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $16,562 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 | Advisory (Plan) | $5,214 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,480 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,390 | $57,108+12.8% | $94,229-31.7% | $52,331+23.0% |
| Participation rate | 90.6% | 72.9%+17.6pp | 78.8%+11.8pp | 68.1%+22.4pp |
| Annual return | -0.93% | 1.47%-2.4pp | 10.68%-11.6pp | 4.54%-5.5pp |
| Employer contribution / active EE | $793 | $1,735-54.3% | $3,587-77.9% | $1,882-57.9% |
| Participant deferral / active EE | $4,368 | $3,040+43.7% | $4,320+1.1% | $3,022+44.5% |
| Admin fee / account holder | $138 | $546-74.7% | $6,269-97.8% | $592-76.6% |