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 | $92,071+50.7% | $63,803+117.5% | $71,012+95.4% |
| Participation rate | 98.0% | 73.7%+24.4pp | 72.7%+25.3pp | 58.6%+39.5pp |
| Annual return | 14.62% | 13.14%+1.5pp | 543.72%-529.1pp | 37.67%-23.0pp |
| Employer contribution / active EE | $3,351 | $3,085+8.6% | $2,532+32.3% | $2,348+42.7% |
| Participant deferral / active EE | $5,975 | $3,765+58.7% | $3,843+55.5% | $3,246+84.1% |
| Admin fee / account holder | $106 | $227-53.4% | $5,196-98.0% | $1,167-90.9% |