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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968744 5959 ROCKSIDE WOODS BLVD NORTH · CLEVELAND, OH 44131 | Advisory (Participants) | $19,625 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,335 | $62,166-6.2% | $81,286-28.2% | $74,429-21.6% |
| Participation rate | 74.1% | 64.1%+10.0pp | 69.5%+4.6pp | 67.2%+6.9pp |
| Annual return | 11.10% | 16.50%-5.4pp | 24.80%-13.7pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $648 | $1,881-65.6% | $2,463-73.7% | $2,625-75.3% |
| Participant deferral / active EE | $2,790 | $3,223-13.4% | $3,883-28.1% | $4,348-35.8% |
| Admin fee / account holder | $263 | $1,925-86.3% | $5,764-95.4% | $1,944-86.5% |