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 |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $30,975 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $5,818 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,795 |
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 | $176,759 | $85,135+107.6% | $98,920+78.7% | $73,412+140.8% |
| Participation rate | 99.2% | 81.1%+18.1pp | 76.0%+23.2pp | 72.2%+27.1pp |
| Annual return | 23.46% | 19.14%+4.3pp | 196.47%-173.0pp | 59.30%-35.8pp |
| Employer contribution / active EE | $8,595 | $2,721+215.9% | $2,689+219.6% | $2,234+284.8% |
| Participant deferral / active EE | $8,034 | $4,349+84.7% | $4,245+89.3% | $3,806+111.1% |
| Admin fee / account holder | $106 | $139-23.9% | $6,643-98.4% | $158-32.9% |