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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $50,489 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,958 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,152 | $93,131+112.8% | $106,555+86.0% | $86,821+128.2% |
| Participation rate | 99.6% | 81.4%+18.2pp | 76.1%+23.5pp | 72.3%+27.3pp |
| Annual return | 14.54% | 19.45%-4.9pp | 26.80%-12.3pp | 97.94%-83.4pp |
| Employer contribution / active EE | $6,900 | $2,895+138.3% | $2,819+144.7% | $2,406+186.8% |
| Participant deferral / active EE | $8,036 | $4,708+70.7% | $4,399+82.7% | $4,132+94.5% |
| Admin fee / account holder | $261 | $145+79.6% | $7,408-96.5% | $170+53.6% |