Filed November 4, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $154,740 |
Filed as: CBIZ INVESTMENT & ADVISORY SERVICE Service code 27 | Advisory (Plan) | $42,778 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 · EIN 31-1582098 | Other Services | $9,362 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968784 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,107 | $53,216-60.3% | $155,534-86.4% | $199,960-89.4% |
| Participation rate | 42.9% | 64.1%-21.2pp | 78.2%-35.3pp | 72.0%-29.1pp |
| Annual return | 12.92% | 41.18%-28.3pp | 64.92%-52.0pp | 34.28%-21.4pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,675-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $1,560 | $3,164-50.7% | $5,630-72.3% | $5,087-69.3% |
| Admin fee / account holder | $155 | $186-16.3% | $15,900-99.0% | $269-42.3% |