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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) | $14,951 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $666 |
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 | $45,652 | $54,590-16.4% | $81,726-44.1% | $73,497-37.9% |
| Participation rate | 87.4% | 68.3%+19.1pp | 72.0%+15.4pp | 70.7%+16.7pp |
| Annual return | 13.93% | 17.74%-3.8pp | 29.49%-15.6pp | 28.51%-14.6pp |
| Employer contribution / active EE | $669 | $1,636-59.1% | $4,311-84.5% | $2,270-70.5% |
| Participant deferral / active EE | $2,473 | $2,759-10.4% | $7,108-65.2% | $3,740-33.9% |
| Admin fee / account holder | $97 | $592-83.6% | $5,160-98.1% | $513-81.1% |