Filed March 16, 2021 (most recent of 2 filings on file)
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $18,877 |
Filed as: CBIZ INVESTMENT ADVISORY SVCS., LLC Service code 27 · EIN 81-3968784 6050 OAK TREE BOULEVARD, SUITE 500 · CLEVELAND, OH 44131 | Advisory (Plan) | $13,920 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 37 · EIN 31-1582098 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Loan Processing | $3,625 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,495 | $60,504-81.0% | $81,882-86.0% | $74,478-84.6% |
| Participation rate | 80.1% | 62.9%+17.2pp | 72.4%+7.7pp | 67.2%+12.9pp |
| Annual return | 9.47% | 16.91%-7.4pp | 779.47%-770.0pp | 1370.56%-1361.1pp |
| Employer contribution / active EE | $255 | $2,627-90.3% | $2,916-91.3% | $2,626-90.3% |
| Participant deferral / active EE | $1,363 | $3,400-59.9% | $4,323-68.5% | $4,350-68.7% |
| Admin fee / account holder | $53 | $1,492-96.4% | $7,360-99.3% | $1,946-97.3% |