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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 26 · EIN 52-1396995 | Advisory (Participants) | $11,813 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,392 |
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 | $132,808 | $52,967+150.7% | $172,753-23.1% | $65,186+103.7% |
| Participation rate | 96.1% | 66.2%+29.9pp | 82.6%+13.4pp | 70.2%+25.9pp |
| Annual return | 19.98% | 30.12%-10.1pp | 803.00%-783.0pp | 29.39%-9.4pp |
| Employer contribution / active EE | $5,469 | $2,190+149.7% | $5,144+6.3% | $2,177+151.3% |
| Participant deferral / active EE | $5,154 | $2,471+108.6% | $5,198-0.8% | $3,514+46.7% |
| Admin fee / account holder | $80 | $472-83.0% | $13,956-99.4% | $847-90.5% |