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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 99 | Other Fees | $29,850 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 | Other Services | $11,092 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968784 6050 OAK TREE BLVD S SUITE 500 · CINCINNATI, OH 19860 | Advisory (Participants) | $105 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 4615 SOUTHWEST FWY, FLOOR 3 · HOUSTON, TX 77027 | Other Services | $0 |
18 funds of $250K or more; 35 lines in all, holding $12.0M of the plan's $12.0M. From the 2025 filing. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| Harbor Cap App Inst Harbor Capital · Mutual fund | $1.4M | 11.8% |
| Vngrd Explr Adml Manager not matched · Mutual fund | $1.1M | 9.6% |
| JPMorgan U.S. Equity Fund Class R5 JPMorgan · Mutual fund | $780K | 6.5% |
| Baron Growth Fund - Institutional Shares Manager not matched · Mutual fund | $728K | 6.1% |
| FidAdv Free 2020 Inst Manager not matched · Mutual fund | $717K | 6.0% |
| Vanguard 500 Index Fund Manager not matched · Mutual fund Index | $707K | 5.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Manager not matched · Mutual fund Index | $570K | 4.8% |
| FidAdv Free 2050 Inst Manager not matched · Mutual fund | $499K | 4.2% |
| FidAdv Free 2040 Inst Manager not matched · Mutual fund | $494K | 4.1% |
| DFA Us Smcap Inst Dimensional · Mutual fund | $441K | 3.7% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.