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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) | $12,978 |
Service code 11 · EIN 31-1582098 1845 CHESTNUT STREET 14TH FLOOR · PHILADELPHIA, PA 19103 | Actuarial | $2,450 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $706 |
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 | $28,138 | $43,504-35.3% | $68,612-59.0% | $56,289-50.0% |
| Participation rate | 84.3% | 67.8%+16.5pp | 72.2%+12.1pp | 69.9%+14.4pp |
| Annual return | -6.35% | -3.15%-3.2pp | -4.63%-1.7pp | -9.96%+3.6pp |
| Employer contribution / active EE | $582 | $1,525-61.9% | $2,625-77.8% | $2,111-72.4% |
| Participant deferral / active EE | $2,109 | $2,509-15.9% | $3,311-36.3% | $3,350-37.0% |
| Admin fee / account holder | $72 | $515-86.0% | $5,131-98.6% | $521-86.2% |