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 27 · EIN 47-1411118 | Advisory (Plan) | $47,005 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $17,325 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $6,412 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$6,436 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,090 | $101,795+58.2% | $165,100-2.4% | $80,959+99.0% |
| Participation rate | 61.4% | 71.8%-10.4pp | 78.6%-17.2pp | 67.7%-6.2pp |
| Annual return | -63.94% | 16.73%-80.7pp | 70.21%-134.2pp | 35.67%-99.6pp |
| Employer contribution / active EE | $132 | $2,954-95.5% | $4,348-97.0% | $2,757-95.2% |
| Participant deferral / active EE | $11,295 | $4,476+152.3% | $6,035+87.1% | $4,300+162.7% |
| Admin fee / account holder | $974 | $8,221-88.1% | $12,696-92.3% | $6,925-85.9% |