Filed January 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,904 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $12,208 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,718 | $36,002-45.2% | $161,489-87.8% | $64,728-69.5% |
| Participation rate | 52.1% | 57.4%-5.3pp | 78.7%-26.6pp | 57.9%-5.8pp |
| Annual return | 76.83% | 33.93%+42.9pp | 89.72%-12.9pp | 49.38%+27.4pp |
| Employer contribution / active EE | $376 | $1,380-72.8% | $4,268-91.2% | $2,243-83.2% |
| Participant deferral / active EE | $1,229 | $1,815-32.3% | $5,630-78.2% | $2,729-55.0% |
| Admin fee / account holder | $149 | $931-83.9% | $16,006-99.1% | $1,145-87.0% |