Filed December 23, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $118,273 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $98,994 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $112,393 | $92,186+21.9% | $105,624+6.4% | $77,762+44.5% |
| Participation rate | 95.4% | 81.0%+14.3pp | 75.3%+20.1pp | 70.6%+24.8pp |
| Annual return | 14.55% | 17.83%-3.3pp | 116.20%-101.7pp | 31.27%-16.7pp |
| Employer contribution / active EE | $3,004 | $3,376-11.0% | $3,168-5.2% | $2,728+10.1% |
| Participant deferral / active EE | $4,811 | $5,395-10.8% | $5,013-4.0% | $4,651+3.4% |
| Admin fee / account holder | $316 | $219+44.4% | $10,961-97.1% | $433-26.9% |