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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $33,881 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,587 | $93,182-9.2% | $146,685-42.3% | $79,393+6.5% |
| Participation rate | 97.1% | 76.4%+20.7pp | 80.1%+17.1pp | 70.7%+26.4pp |
| Annual return | 14.47% | 21.61%-7.1pp | 22.75%-8.3pp | 116.87%-102.4pp |
| Employer contribution / active EE | $865 | $2,420-64.3% | $4,137-79.1% | $2,428-64.4% |
| Participant deferral / active EE | $5,479 | $4,169+31.4% | $5,507-0.5% | $4,046+35.4% |
| Admin fee / account holder | $215 | $585-63.2% | $10,281-97.9% | $627-65.6% |