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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,758 | $96,018+44.5% | $65,493+111.9% | $85,563+62.2% |
| Participation rate | 98.0% | 74.8%+23.2pp | 73.1%+24.9pp | 66.0%+32.1pp |
| Annual return | 14.62% | 14.51%+0.1pp | 982.45%-967.8pp | 31.51%-16.9pp |
| Employer contribution / active EE | $3,351 | $3,235+3.6% | $2,574+30.2% | $2,654+26.3% |
| Participant deferral / active EE | $5,975 | $4,055+47.4% | $3,961+50.8% | $4,375+36.6% |
| Admin fee / account holder | $106 | $271-61.0% | $5,028-97.9% | $834-87.3% |