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 | $92,071+8.5% | $63,803+56.5% | $71,012+40.6% |
| Participation rate | 90.7% | 73.7%+17.0pp | 72.7%+18.0pp | 58.6%+32.1pp |
| Annual return | 10.10% | 13.14%-3.0pp | 543.72%-533.6pp | 37.67%-27.6pp |
| Employer contribution / active EE | $2,538 | $3,085-17.7% | $2,532+0.2% | $2,348+8.1% |
| Participant deferral / active EE | $4,215 | $3,765+11.9% | $3,843+9.7% | $3,246+29.8% |
| Admin fee / account holder | $41 | $227-82.1% | $5,196-99.2% | $1,167-96.5% |