Filed July 2, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $46,172 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $15,136 |
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 | $125,149 | $91,692+36.5% | $67,561+85.2% | $77,714+61.0% |
| Participation rate | 98.1% | 76.0%+22.1pp | 72.9%+25.2pp | 70.6%+27.5pp |
| Annual return | 12.40% | 14.88%-2.5pp | 3525.44%-3513.0pp | 31.26%-18.9pp |
| Employer contribution / active EE | $3,347 | $3,188+5.0% | $2,735+22.4% | $2,727+22.8% |
| Participant deferral / active EE | $5,806 | $3,912+48.4% | $4,003+45.1% | $4,649+24.9% |
| Admin fee / account holder | $84 | $245-65.5% | $4,006-97.9% | $433-80.5% |