Filed August 19, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 31-1582098 28264 NETWORK PL · CHICAGO, IL 606731282 | Plan Administrator | $30,320 |
Filed as: CBIZ ADVISORY SERVICES LLC Service code 26 · EIN 81-3968784 PO BOX 31420 · INDEPENDENCE, OH 441310420 | Advisory (Participants) | $7,750 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,702 | $83,884+4.6% | $64,056+36.9% | $74,419+17.8% |
| Participation rate | 76.4% | 76.6%-0.2pp | 72.3%+4.1pp | 70.7%+5.7pp |
| Annual return | 10.56% | 16.57%-6.0pp | 33.69%-23.1pp | 34.38%-23.8pp |
| Employer contribution / active EE | $2,186 | $3,084-29.1% | $2,747-20.4% | $2,637-17.1% |
| Participant deferral / active EE | $3,507 | $3,692-5.0% | $3,880-9.6% | $4,528-22.6% |
| Admin fee / account holder | $39 | $196-80.3% | $3,068-98.7% | $348-88.9% |