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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ Service code 16 PO BOX 643792 · CINCINNATI, OH 45264 | Consulting | $32,558 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,379 | $122,042-24.3% | $184,243-49.9% | $74,429+24.1% |
| Participation rate | 75.9% | 85.5%-9.6pp | 86.8%-10.9pp | 67.2%+8.7pp |
| Annual return | 41.12% | 19.91%+21.2pp | 28.82%+12.3pp | 1368.38%-1327.3pp |
| Employer contribution / active EE | $1,970 | $4,538-56.6% | $6,427-69.3% | $2,625-24.9% |
| Participant deferral / active EE | $6,907 | $7,143-3.3% | $9,132-24.4% | $4,348+58.8% |
| Admin fee / account holder | $170 | $1,252-86.4% | $13,914-98.8% | $1,944-91.3% |