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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $33,750 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $18,913 |
TIAA8 years Service code 14 · EIN 13-1624203 | Plan Administrator | $3,183 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,514 | $91,695+29.2% | $67,575+75.4% | $77,736+52.5% |
| Participation rate | 95.3% | 76.0%+19.2pp | 72.9%+22.3pp | 70.6%+24.7pp |
| Annual return | 12.47% | 14.88%-2.4pp | 3528.98%-3516.5pp | 31.26%-18.8pp |
| Employer contribution / active EE | $3,176 | $3,189-0.4% | $2,736+16.1% | $2,728+16.4% |
| Participant deferral / active EE | $3,696 | $3,912-5.5% | $4,003-7.7% | $4,651-20.5% |
| Admin fee / account holder | $0 | $245-100.0% | $3,993-100.0% | $433-100.0% |