Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,554 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $29,280 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 31-1582098 | Contract Administrator | $22,074 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,101 | $82,979-3.5% | $102,412-21.8% | $77,736+3.0% |
| Participation rate | 82.7% | 71.5%+11.2pp | 74.5%+8.2pp | 70.6%+12.1pp |
| Annual return | 10.68% | 19.11%-8.4pp | 24.94%-14.3pp | 31.26%-20.6pp |
| Employer contribution / active EE | $5,007 | $3,554+40.9% | $3,870+29.4% | $2,728+83.6% |
| Participant deferral / active EE | $5,559 | $4,109+35.3% | $5,060+9.8% | $4,651+19.5% |
| Admin fee / account holder | $271 | $639-57.5% | $8,388-96.8% | $433-37.4% |