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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 26 · EIN 52-1396995 | Advisory (Participants) | $19,438 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $4,273 |
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 | $112,208 | $47,977+133.9% | $154,108-27.2% | $56,289+99.3% |
| Participation rate | 94.6% | 66.2%+28.5pp | 83.0%+11.6pp | 69.9%+24.8pp |
| Annual return | -6.20% | 3.54%-9.7pp | 735.21%-741.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $5,369 | $2,169+147.6% | $5,298+1.3% | $2,111+154.3% |
| Participant deferral / active EE | $4,552 | $2,392+90.3% | $5,081-10.4% | $3,350+35.9% |
| Admin fee / account holder | $90 | $438-79.4% | $13,411-99.3% | $521-82.7% |