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 | $562,520 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ Service code 16 · EIN 52-1396995 | Consulting | $46,241 |
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 | $39,909 | $43,466-8.2% | $99,489-59.9% | $89,609-55.5% |
| Participation rate | 21.1% | 41.5%-20.4pp | 73.8%-52.7pp | 69.6%-48.5pp |
| Annual return | 19.48% | 22.62%-3.1pp | 30.72%-11.2pp | 33.65%-14.2pp |
| Employer contribution / active EE | $334 | $788-57.6% | $2,541-86.9% | $2,584-87.1% |
| Participant deferral / active EE | $641 | $1,495-57.1% | $3,619-82.3% | $4,222-84.8% |
| Admin fee / account holder | $84 | $56+49.5% | $6,254-98.7% | $72+16.7% |