Filed August 3, 2017 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $552,196 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ Service code 16 · EIN 81-3968784 | Consulting | $47,095 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,101 | $49,890-11.6% | $104,656-57.9% | $106,273-58.5% |
| Participation rate | 21.5% | 45.0%-23.5pp | 74.1%-52.6pp | 70.8%-49.3pp |
| Annual return | 17.19% | 18.07%-0.9pp | 340.70%-323.5pp | 21.70%-4.5pp |
| Employer contribution / active EE | $348 | $809-57.0% | $2,682-87.0% | $2,722-87.2% |
| Participant deferral / active EE | $683 | $1,699-59.8% | $3,738-81.7% | $4,601-85.2% |
| Admin fee / account holder | $82 | $56+46.4% | $6,466-98.7% | $78+5.1% |