Filed December 2, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $10,327 |
Filed as: CBIZ BENEFITS & INSURANCE SERVIES Service code 49 · EIN 31-1582098 | Other Services | $9,757 |
Filed as: SILICON VALLEY ACCOUNTANCY CORP. Service code 10 · EIN 77-0573994 | Accounting | $8,250 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $1,578 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,537 | $58,726+45.7% | $92,240-7.3% | $62,293+37.3% |
| Participation rate | 94.5% | 68.3%+26.2pp | 76.5%+18.1pp | 69.5%+25.0pp |
| Annual return | 16.53% | 43.62%-27.1pp | 176.29%-159.8pp | 28.90%-12.4pp |
| Employer contribution / active EE | $6,061 | $2,392+153.4% | $3,680+64.7% | $2,042+196.8% |
| Participant deferral / active EE | $6,310 | $2,766+128.2% | $3,897+61.9% | $3,169+99.1% |
| Admin fee / account holder | $109 | $556-80.4% | $5,194-97.9% | $479-77.2% |