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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $29,338 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,075 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,049 | $59,186+18.4% | $76,768-8.8% | $56,287+24.4% |
| Participation rate | 94.3% | 75.2%+19.1pp | 77.0%+17.4pp | 69.9%+24.5pp |
| Annual return | -5.23% | 6.62%-11.8pp | 2.43%-7.7pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,892 | $1,759+7.6% | $2,485-23.9% | $2,111-10.4% |
| Participant deferral / active EE | $4,056 | $3,255+24.6% | $3,852+5.3% | $3,350+21.1% |
| Admin fee / account holder | $197 | $489-59.7% | $6,675-97.0% | $521-62.2% |