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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ INVESTMENT ADVISORY SERVICE Service code 27 · EIN 81-3968784 | Advisory (Plan) | $25,888 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,711 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,584 | $88,982-45.4% | $102,438-52.6% | $77,671-37.4% |
| Participation rate | 32.5% | 80.9%-48.4pp | 76.5%-44.0pp | 70.6%-38.1pp |
| Annual return | 12.20% | 25.01%-12.8pp | 29.37%-17.2pp | 31.21%-19.0pp |
| Employer contribution / active EE | $1,190 | $2,698-55.9% | $3,024-60.6% | $2,726-56.4% |
| Participant deferral / active EE | $2,249 | $5,144-56.3% | $5,054-55.5% | $4,648-51.6% |
| Admin fee / account holder | $252 | $236+6.9% | $9,448-97.3% | $430-41.5% |