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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ INVESTMENT ADVISOR SERVICES LL Service code 27 · EIN 81-3968784 | Advisory (Plan) | $12,718 |
Service code 12 · EIN 13-3689044 | Claims processing; Account maintenanc... | $5,036 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1733778 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,082 | $79,779-8.4% | $153,741-52.5% | $74,478-1.9% |
| Participation rate | 83.0% | 69.9%+13.1pp | 77.1%+5.9pp | 67.2%+15.8pp |
| Annual return | 0.00% | 15.08%-15.1pp | 15.71%-15.7pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $1,498 | $4,026-62.8% | $5,042-70.3% | $2,626-43.0% |
| Participant deferral / active EE | $1,982 | $5,329-62.8% | $6,757-70.7% | $4,350-54.4% |
| Admin fee / account holder | $115 | $1,761-93.5% | $12,749-99.1% | $1,946-94.1% |