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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $30,957 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,808 |
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 | $131,467 | $74,347+76.8% | $93,621+40.4% | $67,582+94.5% |
| Participation rate | 99.2% | 80.6%+18.6pp | 75.8%+23.4pp | 71.3%+28.0pp |
| Annual return | 26.44% | 28.07%-1.6pp | 32.76%-6.3pp | 378.57%-352.1pp |
| Employer contribution / active EE | $7,909 | $2,583+206.2% | $2,719+190.9% | $2,148+268.3% |
| Participant deferral / active EE | $7,124 | $4,060+75.5% | $4,070+75.1% | $3,539+101.3% |
| Admin fee / account holder | $60 | $123-50.7% | $7,890-99.2% | $142-57.5% |