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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 · EIN 81-3968784 | Other Fees | $13,882 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,885 | $45,872-28.3% | $77,096-57.3% | $68,486-52.0% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -13.24% | 1.73%-15.0pp | 42.35%-55.6pp | -7.85%-5.4pp |
| Employer contribution / active EE | $3,437 | $1,650+108.4% | $2,814+22.1% | $2,597+32.4% |
| Participant deferral / active EE | $2,002 | $2,963-32.4% | $4,429-54.8% | $4,028-50.3% |
| Admin fee / account holder | $20 | $3,041-99.3% | $5,428-99.6% | $5,404-99.6% |