Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 13 · EIN 81-3968784 6050 OAK TREE BLVD S SUITE 500 · CINCINNATI, OH 19860 | Contract Administrator | $19,860 |
NATIONWIDE6+ years Service code 15 ONE NATIONIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,963 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 52-0807416 44 BALTIMORE STREET · CUMBERLAND, MD 21502 | Contract Administrator | $5,824 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,172 | $105,200-39.0% | $159,474-59.8% | $85,847-25.2% |
| Participation rate | 70.2% | 75.8%-5.5pp | 82.8%-12.6pp | 69.3%+0.9pp |
| Annual return | 48.26% | 45.08%+3.2pp | 263.68%-215.4pp | 318.61%-270.3pp |
| Employer contribution / active EE | $1,357 | $3,319-59.1% | $4,831-71.9% | $2,565-47.1% |
| Participant deferral / active EE | $4,067 | $5,946-31.6% | $7,353-44.7% | $3,952+2.9% |
| Admin fee / account holder | $160 | $6,934-97.7% | $10,802-98.5% | $6,261-97.4% |