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 | $93,351+7.0% | $62,929+58.7% | $79,634+25.4% |
| Participation rate | 90.7% | 74.6%+16.1pp | 73.1%+17.6pp | 62.5%+28.2pp |
| Annual return | 10.10% | 14.37%-4.3pp | 1063.93%-1053.8pp | 36.46%-26.4pp |
| Employer contribution / active EE | $2,538 | $3,135-19.0% | $2,505+1.3% | $2,529+0.4% |
| Participant deferral / active EE | $4,215 | $3,921+7.5% | $3,888+8.4% | $3,835+9.9% |
| Admin fee / account holder | $41 | $229-82.3% | $5,065-99.2% | $1,002-95.9% |