Filed July 2, 2019 (most recent of 2 filings on file)
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| 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,895 | $83,884+33.4% | $64,056+74.7% | $74,419+50.4% |
| Participation rate | 98.3% | 76.6%+21.7pp | 72.3%+26.0pp | 70.7%+27.6pp |
| Annual return | 15.45% | 16.57%-1.1pp | 33.69%-18.2pp | 34.38%-18.9pp |
| Employer contribution / active EE | $3,294 | $3,084+6.8% | $2,747+19.9% | $2,637+24.9% |
| Participant deferral / active EE | $5,686 | $3,692+54.0% | $3,880+46.5% | $4,528+25.6% |
| Admin fee / account holder | $65 | $196-66.9% | $3,068-97.9% | $348-81.4% |