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 | $515,354 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ Service code 16 · EIN 52-1396995 | Consulting | $46,417 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,381 | $38,509-8.1% | $90,657-61.0% | $73,367-51.8% |
| Participation rate | 21.7% | 45.9%-24.3pp | 74.0%-52.4pp | 69.5%-47.8pp |
| Annual return | -4.95% | 2.07%-7.0pp | 1.89%-6.8pp | 173.45%-178.4pp |
| Employer contribution / active EE | $324 | $754-57.0% | $2,532-87.2% | $2,499-87.0% |
| Participant deferral / active EE | $612 | $1,495-59.1% | $3,424-82.1% | $4,033-84.8% |
| Admin fee / account holder | $88 | $48+81.4% | $4,994-98.2% | $68+28.0% |