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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICE Service code 27 · EIN 81-3968784 | Advisory (Plan) | $7,681 |
ASCENSUS LLC6+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,796 |
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 | $133,587 | $58,895+126.8% | $178,503-25.2% | $73,497+81.8% |
| Participation rate | 94.9% | 66.2%+28.7pp | 81.9%+13.0pp | 70.7%+24.2pp |
| Annual return | 11.45% | 24.86%-13.4pp | 151.12%-139.7pp | 28.51%-17.1pp |
| Employer contribution / active EE | $6,228 | $2,236+178.6% | $5,011+24.3% | $2,270+174.4% |
| Participant deferral / active EE | $5,125 | $2,567+99.7% | $5,202-1.5% | $3,740+37.0% |
| Admin fee / account holder | $44 | $400-89.0% | $13,987-99.7% | $513-91.4% |