Filed August 19, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ ADVISORY SERVICES LLC Service code 26 · EIN 81-3968784 PO BOX 31420 · INDEPENDENCE, OH 441310420 | Advisory (Participants) | $25,779 |
Service code 14 · EIN 31-1582098 28264 NETWORK PL · CHICAGO, IL 606731282 | Plan Administrator | $13,384 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,867 | $86,795+15.1% | $67,681+47.6% | $64,728+54.3% |
| Participation rate | 90.7% | 71.7%+19.0pp | 73.7%+17.0pp | 57.9%+32.8pp |
| Annual return | 10.10% | 12.58%-2.5pp | 590.58%-580.5pp | 49.38%-39.3pp |
| Employer contribution / active EE | $2,538 | $2,837-10.6% | $2,678-5.2% | $2,243+13.2% |
| Participant deferral / active EE | $4,215 | $3,430+22.9% | $3,976+6.0% | $2,729+54.4% |
| Admin fee / account holder | $41 | $238-83.0% | $6,100-99.3% | $1,145-96.5% |