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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 16 11440 TOMAHAWK CREEK PARKWAY · LEAWOOD, KS 662112672 | Consulting | $23,826 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 | Advisory (Participants) | $16,350 |
CETERA ADVISOR NETWORKS LLC10+ years Service code 22 200 N PACIFIC COAST HWY, SUITE 1200 · EL SEGUNDO, CA 90245 | Insurance Broker | $9,150 |
IRON-CO-FID-COMPREHENSIVE7 years Filed as: IRON CO FID Service code 28 · EIN 26-2409128 | Investment Management | $2,860 |
NATIONWIDE10+ years Service code 18 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment management fees paid indir... | $2,595 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,997 | $80,748-39.3% | $102,383-52.1% | $74,429-34.2% |
| Participation rate | 95.9% | 65.7%+30.3pp | 74.5%+21.4pp | 67.2%+28.7pp |
| Annual return | 13.34% | 27.57%-14.2pp | 24.94%-11.6pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $2,144 | $3,159-32.1% | $3,870-44.6% | $2,625-18.3% |
| Participant deferral / active EE | $5,190 | $3,861+34.4% | $5,060+2.6% | $4,348+19.4% |
| Admin fee / account holder | $209 | $2,371-91.2% | $8,391-97.5% | $1,944-89.3% |