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| 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,090 | $101,724+58.4% | $164,813-2.3% | $80,856+99.2% |
| Participation rate | 61.4% | 71.8%-10.4pp | 78.6%-17.2pp | 67.6%-6.2pp |
| Annual return | -63.94% | 16.72%-80.7pp | 69.93%-133.9pp | 35.59%-99.5pp |
| Employer contribution / active EE | $132 | $2,953-95.5% | $4,341-97.0% | $2,755-95.2% |
| Participant deferral / active EE | $11,295 | $4,477+152.3% | $6,031+87.3% | $4,296+162.9% |
| Admin fee / account holder | $974 | $8,227-88.2% | $12,690-92.3% | $6,918-85.9% |