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 | $425,310 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ Service code 16 · EIN 52-1396995 | Consulting | $46,733 |
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.
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 | $41,015 | $41,409-1.0% | $94,993-56.8% | $80,976-49.3% |
| Participation rate | 19.7% | 46.1%-26.3pp | 73.9%-54.1pp | 68.3%-48.5pp |
| Annual return | 16.16% | 18.00%-1.8pp | 27.14%-11.0pp | 22.91%-6.7pp |
| Employer contribution / active EE | $286 | $698-58.9% | $2,603-89.0% | $2,402-88.1% |
| Participant deferral / active EE | $538 | $1,441-62.7% | $3,317-83.8% | $3,848-86.0% |
| Admin fee / account holder | $79 | $48+65.1% | $4,960-98.4% | $67+17.8% |