Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $56,724 |
Filed as: CBIZ INVESTMENT ADVISORY Service code 16 · EIN 81-3968784 | Consulting | $40,075 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,828 | $50,902+9.7% | $155,534-64.1% | $77,736-28.2% |
| Participation rate | 88.5% | 63.1%+25.4pp | 78.2%+10.3pp | 70.6%+17.9pp |
| Annual return | 14.66% | 34.85%-20.2pp | 64.92%-50.3pp | 31.26%-16.6pp |
| Employer contribution / active EE | $2,145 | $1,991+7.7% | $4,675-54.1% | $2,728-21.4% |
| Participant deferral / active EE | $5,088 | $2,824+80.1% | $5,630-9.6% | $4,651+9.4% |
| Admin fee / account holder | $138 | $437-68.4% | $15,900-99.1% | $433-68.1% |