Filed December 2, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 31-1582098 | Other Services | $10,395 |
Filed as: SILICON VALLEY ACCOUNTANCY CORP. Service code 10 · EIN 77-0573994 | Accounting | $10,140 |
Filed as: MASS MUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,318 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $0 |
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 | $78,762 | $55,449+42.0% | $83,831-6.0% | $56,289+39.9% |
| Participation rate | 96.5% | 68.0%+28.5pp | 76.1%+20.4pp | 69.9%+26.7pp |
| Annual return | -5.45% | -1.38%-4.1pp | 850.99%-856.4pp | -9.96%+4.5pp |
| Employer contribution / active EE | $5,738 | $2,430+136.1% | $3,631+58.0% | $2,111+171.8% |
| Participant deferral / active EE | $6,846 | $2,935+133.2% | $4,082+67.7% | $3,350+104.4% |
| Admin fee / account holder | $108 | $656-83.5% | $5,479-98.0% | $521-79.2% |