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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS, INC Service code 26 · EIN 52-1396995 6050 OAK TREE BLVD · CLEVELAND, OH 44131 | Advisory (Participants) | $12,270 |
Service code 11 · EIN 31-1582098 1845 CHESTNUT STREET 14TH FLOOR · PHILADELPHIA, PA 19103 | Actuarial | $2,375 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $596 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,681 | $50,385-35.1% | $75,501-56.7% | $62,293-47.5% |
| Participation rate | 85.5% | 67.7%+17.8pp | 72.4%+13.1pp | 69.5%+16.0pp |
| Annual return | 14.99% | 19.90%-4.9pp | 27.35%-12.4pp | 28.90%-13.9pp |
| Employer contribution / active EE | $472 | $1,537-69.3% | $2,352-79.9% | $2,042-76.9% |
| Participant deferral / active EE | $2,123 | $2,445-13.2% | $3,142-32.4% | $3,169-33.0% |
| Admin fee / account holder | $74 | $384-80.7% | $5,801-98.7% | $479-84.6% |