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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $51,142 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $43,282 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,555 | $129,227-78.7% | $184,256-85.0% | $77,762-64.6% |
| Participation rate | 78.6% | 87.4%-8.7pp | 86.8%-8.2pp | 70.6%+8.0pp |
| Annual return | 18.56% | 33.24%-14.7pp | 28.85%-10.3pp | 31.27%-12.7pp |
| Employer contribution / active EE | $622 | $4,412-85.9% | $6,427-90.3% | $2,728-77.2% |
| Participant deferral / active EE | $3,603 | $7,307-50.7% | $9,133-60.5% | $4,651-22.5% |
| Admin fee / account holder | $166 | $256-35.2% | $13,899-98.8% | $433-61.7% |