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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 | Custodial (other than securities); Re... | $13,773 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,326 | $65,072+104.9% | $66,439+100.7% | $65,306+104.2% |
| Participation rate | 97.1% | 69.1%+28.1pp | 74.5%+22.6pp | 57.7%+39.4pp |
| Annual return | 12.63% | 21.50%-8.9pp | 757.66%-745.0pp | 21.94%-9.3pp |
| Employer contribution / active EE | $5,964 | $2,475+140.9% | $2,637+126.2% | $1,967+203.2% |
| Participant deferral / active EE | $10,568 | $3,234+226.8% | $3,876+172.7% | $2,959+257.1% |
| Admin fee / account holder | $151 | $1,323-88.6% | $6,173-97.6% | $3,480-95.7% |