Filed July 2, 2019 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $36,178 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $11,616 |
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 | $111,895 | $83,884+33.4% | $64,101+74.6% | $74,460+50.3% |
| Participation rate | 98.3% | 76.6%+21.7pp | 72.3%+26.0pp | 70.7%+27.5pp |
| Annual return | 15.45% | 16.57%-1.1pp | 33.72%-18.3pp | 34.38%-18.9pp |
| Employer contribution / active EE | $3,294 | $3,084+6.8% | $2,749+19.8% | $2,638+24.9% |
| Participant deferral / active EE | $5,686 | $3,692+54.0% | $3,881+46.5% | $4,530+25.5% |
| Admin fee / account holder | $65 | $196-66.9% | $3,070-97.9% | $348-81.4% |