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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $39,460 |
Filed as: CBIZ INVESTMENT ADVISORY SVCS LLC Service code 28 · EIN 81-3968784 | Investment Management | $10,725 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,832 | $94,833+39.0% | $75,714+74.1% | $86,821+51.8% |
| Participation rate | 86.6% | 79.1%+7.5pp | 74.8%+11.8pp | 72.3%+14.4pp |
| Annual return | 12.97% | 16.91%-3.9pp | 104.62%-91.7pp | 97.94%-85.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,744-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $5,588 | $3,632+53.9% | $3,820+46.3% | $4,132+35.2% |
| Admin fee / account holder | $85 | $109-21.6% | $3,619-97.6% | $170-49.8% |