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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $109,892 |
Filed as: CBIZ INVESTMENT ADV. SERVICES LLC Service code 28 · EIN 81-3968784 | Investment Management | $68,750 |
WEGMANN DAZET & COMPANY7 years Filed as: WEGMANN DAZET & CO. Service code 10 · EIN 72-0870824 | Accounting | $22,639 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 50 · EIN 31-1582098 | Direct Payment | $6,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,158 | $113,568+1.4% | $67,561+70.4% | $199,921-42.4% |
| Participation rate | 90.7% | 73.3%+17.4pp | 72.9%+17.8pp | 72.0%+18.7pp |
| Annual return | 11.16% | 15.88%-4.7pp | 3525.44%-3514.3pp | 34.28%-23.1pp |
| Employer contribution / active EE | $697 | $3,409-79.5% | $2,735-74.5% | $3,035-77.0% |
| Participant deferral / active EE | $2,597 | $4,163-37.6% | $4,003-35.1% | $5,089-49.0% |
| Admin fee / account holder | $85 | $102-17.4% | $4,006-97.9% | $269-68.6% |