Filed August 3, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $267,098 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ Service code 10 · EIN 52-1396995 | Accounting | $47,357 |
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).
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 | $39,015 | $38,032+2.6% | $87,502-55.4% | $329,111-88.1% |
| Participation rate | 25.1% | 43.3%-18.2pp | 73.8%-48.8pp | 67.9%-42.8pp |
| Annual return | 12.28% | 7.09%+5.2pp | 12.21%+0.1pp | 16.35%-4.1pp |
| Employer contribution / active EE | $323 | $677-52.2% | $2,550-87.3% | $2,303-86.0% |
| Participant deferral / active EE | $572 | $1,260-54.6% | $3,149-81.8% | $3,682-84.5% |
| Admin fee / account holder | $76 | $50+52.0% | $4,221-98.2% | $754-90.0% |