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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $77,932 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $41,163 |
DELAP LLP2 years Filed as: DELAP Service code 10 · EIN 93-0418710 | Accounting | $15,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,353 | $91,372-14.2% | $130,045-39.7% | $74,460+5.2% |
| Participation rate | 99.6% | 77.8%+21.8pp | 78.5%+21.1pp | 70.7%+28.9pp |
| Annual return | 16.95% | 23.21%-6.3pp | -137.30%+154.3pp | 34.38%-17.4pp |
| Employer contribution / active EE | $4,844 | $2,563+89.0% | $4,321+12.1% | $2,638+83.6% |
| Participant deferral / active EE | $6,473 | $4,721+37.1% | $5,820+11.2% | $4,530+42.9% |
| Admin fee / account holder | $186 | $283-34.2% | $10,600-98.2% | $348-46.4% |