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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $10,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $880 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,457 | $55,423-68.5% | $155,602-88.8% | $74,400-76.5% |
| Participation rate | 28.2% | 61.9%-33.6pp | 78.2%-50.0pp | 67.2%-39.0pp |
| Annual return | 13.59% | 269.07%-255.5pp | 64.81%-51.2pp | 1367.51%-1353.9pp |
| Employer contribution / active EE | $365 | $2,266-83.9% | $4,675-92.2% | $2,624-86.1% |
| Participant deferral / active EE | $1,283 | $2,835-54.7% | $5,629-77.2% | $4,348-70.5% |
| Admin fee / account holder | $157 | $1,744-91.0% | $15,923-99.0% | $1,944-91.9% |