Filed June 1, 2018 (most recent of 2 filings on file)
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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 16 PO BOX 643792 · CINCINNATI, OH 45264 | Consulting | $31,250 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT INC Service code 16 PO BOX 7477 · SAN FRANCISCO, CA 94120 | Consulting | $9,800 |
SMITH, GAMBRELL & RUSSELL, LLP1+ years Filed as: VESTAL AND WILER Service code 10 201 EAST PINE STREET · ORLANDO, FL 32801 | Accounting | $9,650 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,287 |
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 | $90,654 | $41,317+119.4% | $85,969+5.4% | $55,191+64.3% |
| Participation rate | 80.3% | 54.5%+25.8pp | 76.5%+3.7pp | 69.2%+11.1pp |
| Annual return | 0.47% | 3.93%-3.5pp | 9.32%-8.8pp | 10.78%-10.3pp |
| Employer contribution / active EE | $3,206 | $1,198+167.8% | $3,474-7.7% | $1,899+68.9% |
| Participant deferral / active EE | $3,161 | $1,914+65.2% | $3,829-17.4% | $3,046+3.8% |
| Admin fee / account holder | $72 | $97-26.1% | $6,053-98.8% | $91-21.1% |