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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) | $14,075 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $780 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,451 | $50,666-36.0% | $76,667-57.7% | $65,186-50.2% |
| Participation rate | 84.8% | 68.8%+16.0pp | 72.1%+12.7pp | 70.2%+14.6pp |
| Annual return | 20.87% | 28.51%-7.6pp | 1166.74%-1145.9pp | 29.39%-8.5pp |
| Employer contribution / active EE | $558 | $1,575-64.6% | $2,303-75.8% | $2,177-74.4% |
| Participant deferral / active EE | $2,215 | $2,647-16.3% | $3,336-33.6% | $3,514-37.0% |
| Admin fee / account holder | $76 | $463-83.6% | $6,423-98.8% | $847-91.1% |