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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,149 | $91,762+36.4% | $67,502+85.4% | $77,643+61.2% |
| Participation rate | 98.1% | 75.9%+22.2pp | 72.9%+25.3pp | 70.6%+27.6pp |
| Annual return | 12.40% | 14.87%-2.5pp | 3512.12%-3499.7pp | 31.24%-18.8pp |
| Employer contribution / active EE | $3,347 | $3,181+5.2% | $2,731+22.6% | $2,726+22.8% |
| Participant deferral / active EE | $5,806 | $3,903+48.8% | $4,000+45.2% | $4,647+24.9% |
| Admin fee / account holder | $84 | $176-52.1% | $3,998-97.9% | $430-80.4% |