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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $51,092 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,570 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,893 | $81,948+90.2% | $90,766+71.8% | $64,824+140.5% |
| Participation rate | 98.9% | 80.5%+18.5pp | 75.7%+23.2pp | 71.5%+27.5pp |
| Annual return | -16.88% | -12.53%-4.4pp | -12.16%-4.7pp | 32.84%-49.7pp |
| Employer contribution / active EE | $9,411 | $3,067+206.8% | $2,922+222.1% | $2,507+275.4% |
| Participant deferral / active EE | $8,142 | $4,844+68.1% | $4,565+78.4% | $4,311+88.9% |
| Admin fee / account holder | $186 | $157+18.4% | $8,446-97.8% | $188-0.9% |