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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 13 44 BALTIMORE STREET · CUMBERLAND, MD 21502 | Contract Administrator | $20,934 |
NATIONWIDE5+ years Service code 15 ONE NATIONIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,123 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,757 | $98,776-54.7% | $149,745-70.1% | $79,856-44.0% |
| Participation rate | 77.0% | 75.8%+1.2pp | 82.5%-5.5pp | 69.6%+7.4pp |
| Annual return | -9.01% | 27.38%-36.4pp | 276.72%-285.7pp | 31.71%-40.7pp |
| Employer contribution / active EE | $1,469 | $3,217-54.3% | $4,646-68.4% | $2,471-40.5% |
| Participant deferral / active EE | $4,592 | $5,681-19.2% | $6,843-32.9% | $3,741+22.8% |
| Admin fee / account holder | $142 | $6,053-97.7% | $9,312-98.5% | $5,306-97.3% |