Filed March 16, 2021 (most recent of 2 filings on file)
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $15,851 |
Filed as: CBIZ INVESTMENT ADVISORY SVCS., LLC Service code 27 · EIN 81-3968784 6050 OAK TREE BOULEVARD, SUITE 500 · CLEVELAND, OH 44131 | Advisory (Plan) | $10,990 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 37 · EIN 47-0644967 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Loan Processing | $7,000 |
Employer contribution per participant 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.
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 | $8,871 | $51,197-82.7% | $82,719-89.3% | $66,914-86.7% |
| Participation rate | 76.2% | 67.8%+8.4pp | 72.6%+3.6pp | 69.8%+6.4pp |
| Annual return | -12.69% | -9.64%-3.1pp | 701.18%-713.9pp | 1.58%-14.3pp |
| Employer contribution / active EE | $277 | $2,611-89.4% | $3,009-90.8% | $2,544-89.1% |
| Participant deferral / active EE | $1,793 | $3,458-48.2% | $4,395-59.2% | $4,237-57.7% |
| Admin fee / account holder | $104 | $416-75.0% | $5,329-98.1% | $593-82.5% |