Filed July 2, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $51,092 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $26,993 |
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 | $138,758 | $93,351+48.6% | $62,929+120.5% | $79,634+74.2% |
| Participation rate | 98.0% | 74.6%+23.4pp | 73.1%+24.9pp | 62.5%+35.5pp |
| Annual return | 14.62% | 14.37%+0.3pp | 1063.93%-1049.3pp | 36.46%-21.8pp |
| Employer contribution / active EE | $3,351 | $3,135+6.9% | $2,505+33.8% | $2,529+32.5% |
| Participant deferral / active EE | $5,975 | $3,921+52.4% | $3,888+53.7% | $3,835+55.8% |
| Admin fee / account holder | $106 | $229-53.9% | $5,065-97.9% | $1,002-89.5% |