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 | $31,951 |
Filed as: CBIZ ADVISORY SERVICES LLC Service code 26 · EIN 81-3968784 PO BOX 31420 · INDEPENDENCE, OH 441310420 | Advisory (Participants) | $11,625 |
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 | $94,293 | $91,680+2.8% | $67,524+39.6% | $77,692+21.4% |
| Participation rate | 84.3% | 76.0%+8.3pp | 72.9%+11.4pp | 70.6%+13.7pp |
| Annual return | 12.25% | 14.87%-2.6pp | 3519.41%-3507.2pp | 31.25%-19.0pp |
| Employer contribution / active EE | $2,369 | $3,186-25.7% | $2,734-13.4% | $2,726-13.1% |
| Participant deferral / active EE | $3,869 | $3,909-1.0% | $4,001-3.3% | $4,648-16.8% |
| Admin fee / account holder | $45 | $176-74.7% | $4,001-98.9% | $431-89.6% |