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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 6050 OAK TREE BLVD S SUITE 500 · CINCINNATI, OH 19860 | Advisory (Plan) | $27,655 |
NATIONWIDE7+ years Service code 15 ONE NATIONIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,657 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 52-0807416 44 BALTIMORE STREET · CUMBERLAND, MD 21502 | Contract Administrator | $7,253 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,640 | $82,678-23.0% | $125,391-49.2% | $68,490-7.1% |
| Participation rate | 73.4% | 75.1%-1.6pp | 82.4%-8.9pp | 67.9%+5.5pp |
| Annual return | 4.24% | -5.97%+10.2pp | 572.41%-568.2pp | -7.85%+12.1pp |
| Employer contribution / active EE | $1,664 | $3,382-50.8% | $4,816-65.4% | $2,597-35.9% |
| Participant deferral / active EE | $5,709 | $6,111-6.6% | $7,448-23.3% | $4,028+41.7% |
| Admin fee / account holder | $227 | $6,277-96.4% | $10,009-97.7% | $5,403-95.8% |