Filed March 16, 2021 (most recent of 2 filings on file)
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $17,586 |
Filed as: CBIZ INVESTMENT ADVISORY SVCS., LLC Service code 27 · EIN 81-3968784 6050 OAK TREE BOULEVARD, SUITE 500 · CLEVELAND, OH 44131 | Advisory (Plan) | $13,087 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 37 · EIN 31-1582098 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Loan Processing | $3,144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,035 | $58,292-81.1% | $86,640-87.3% | $71,511-84.6% |
| Participation rate | 65.1% | 65.0%+0.1pp | 71.7%-6.6pp | 67.9%-2.8pp |
| Annual return | 18.25% | 21.63%-3.4pp | 592.52%-574.3pp | 28.86%-10.6pp |
| Employer contribution / active EE | $294 | $2,574-88.6% | $3,024-90.3% | $2,589-88.6% |
| Participant deferral / active EE | $1,608 | $3,438-53.2% | $4,438-63.8% | $4,291-62.5% |
| Admin fee / account holder | $102 | $1,057-90.3% | $5,616-98.2% | $1,588-93.5% |