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 | $558,801 |
Filed as: CBIZ INVESTMENT ADVISORY Service code 16 · EIN 81-3968784 | Consulting | $51,274 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,326 |
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 | $40,305 | $48,447-16.8% | $91,215-55.8% | $89,433-54.9% |
| Participation rate | 21.5% | 46.5%-25.0pp | 73.2%-51.7pp | 71.3%-49.8pp |
| Annual return | -16.55% | -13.16%-3.4pp | 114.15%-130.7pp | -11.88%-4.7pp |
| Employer contribution / active EE | $385 | $1,115-65.5% | $2,852-86.5% | $3,021-87.2% |
| Participant deferral / active EE | $806 | $2,235-64.0% | $4,234-81.0% | $5,125-84.3% |
| Admin fee / account holder | $82 | $61+34.1% | $5,424-98.5% | $79+2.9% |