Filed December 2, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ BENEFITS & INS SERVICES INC. Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731282 | Contract Administrator | $22,900 |
Filed as: SILICON VALLEY ACCOUNTANCY CORP. Service code 10 · EIN 77-0573994 | Accounting | $12,142 |
Filed as: MASSMUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,808 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $0 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,644 | $69,383+42.2% | $101,271-2.6% | $73,493+34.2% |
| Participation rate | 97.2% | 68.4%+28.8pp | 75.8%+21.4pp | 70.7%+26.5pp |
| Annual return | 11.51% | 18.46%-6.9pp | 46.48%-35.0pp | 28.51%-17.0pp |
| Employer contribution / active EE | $5,650 | $2,628+115.0% | $3,660+54.4% | $2,270+148.9% |
| Participant deferral / active EE | $8,224 | $3,301+149.1% | $4,371+88.2% | $3,740+119.9% |
| Admin fee / account holder | $149 | $704-78.9% | $5,948-97.5% | $513-71.0% |