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 | $84,045+18.8% | $77,361+29.1% | $69,255+44.2% |
| Participation rate | 90.7% | 71.8%+18.9pp | 75.0%+15.7pp | 69.0%+21.6pp |
| Annual return | 10.10% | 12.46%-2.4pp | 1011.54%-1001.4pp | 26.73%-16.6pp |
| Employer contribution / active EE | $2,538 | $2,954-14.1% | $2,990-15.1% | $2,645-4.0% |
| Participant deferral / active EE | $4,215 | $3,349+25.8% | $3,911+7.8% | $2,890+45.8% |
| Admin fee / account holder | $41 | $239-83.0% | $5,894-99.3% | $733-94.5% |