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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968784 PO BOX 31420 · INDEPENDENCE, OH 441310420 | Advisory (Participants) | $14,346 |
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 10 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Accounting | $13,811 |
ARMANINO LLP4 years Service code 18 · EIN 94-6214841 12657 ALCOSTA BLVD · SAN RAMON, CA 945834600 | Direct payment from the plan; Custodi... | $13,773 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,326 | $63,433+110.2% | $63,803+109.0% | $64,097+108.0% |
| Participation rate | 97.1% | 65.0%+32.1pp | 72.7%+24.4pp | 55.2%+41.9pp |
| Annual return | 12.63% | 20.74%-8.1pp | 543.72%-531.1pp | 34.64%-22.0pp |
| Employer contribution / active EE | $5,964 | $2,332+155.8% | $2,532+135.5% | $1,891+215.3% |
| Participant deferral / active EE | $10,568 | $3,119+238.9% | $3,843+175.0% | $3,080+243.1% |
| Admin fee / account holder | $151 | $1,489-89.9% | $5,196-97.1% | $3,454-95.6% |