Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| 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 | Participant loan processing; Particip... | $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 | $79,700-8.3% | $153,500-52.4% | $74,429-1.8% |
| Participation rate | 83.0% | 69.8%+13.2pp | 77.1%+5.9pp | 67.2%+15.8pp |
| Annual return | 0.00% | 15.07%-15.1pp | 15.70%-15.7pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $1,498 | $4,016-62.7% | $5,039-70.3% | $2,625-42.9% |
| Participant deferral / active EE | $1,982 | $5,315-62.7% | $6,756-70.7% | $4,348-54.4% |
| Admin fee / account holder | $115 | $1,790-93.6% | $12,736-99.1% | $1,944-94.1% |