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| Provider | Service type | Compensation |
|---|---|---|
Service code 22 | Insurance Broker | $50,378 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $43,783 |
RPCG, LLC1 year Service code 15 · EIN 82-5042619 | Recordkeeping | $6,150 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,510 |
Filed as: PARK AVENUE SECURITES LLC Service code 22 · EIN 13-4023176 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $22,174 | $122,128-81.8% | $147,117-84.9% | $200,096-88.9% |
| Participation rate | 22.1% | 78.2%-56.0pp | 82.2%-60.0pp | 72.0%-49.9pp |
| Annual return | 15.50% | 30.58%-15.1pp | 420.54%-405.0pp | 34.26%-18.8pp |
| Employer contribution / active EE | $298 | $4,093-92.7% | $4,932-94.0% | $3,038-90.2% |
| Participant deferral / active EE | $1,432 | $8,484-83.1% | $8,065-82.2% | $5,090-71.9% |
| Admin fee / account holder | $236 | $180+31.3% | $12,993-98.2% | $269-12.5% |