Filed November 2, 2021
Total covered: 14 employees
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $45,468 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $31,028 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $595 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,940 | $120,057-65.9% | $75,696-45.9% | $93,030-56.0% |
| Participation rate | 87.1% | 77.3%+9.8pp | 74.8%+12.3pp | 73.9%+13.2pp |
| Annual return | 12.69% | 19.62%-6.9pp | 104.53%-91.8pp | 158.70%-146.0pp |
| Employer contribution / active EE | $980 | $3,253-69.9% | $2,743-64.3% | $2,706-63.8% |
| Participant deferral / active EE | $3,237 | $4,089-20.8% | $3,821-15.3% | $4,562-29.1% |
| Admin fee / account holder | $39 | $81-52.2% | $3,619-98.9% | $152-74.4% |