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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) | $18,314 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $630 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,648 | $59,584-16.7% | $86,625-42.7% | $79,389-37.5% |
| Participation rate | 84.0% | 67.7%+16.3pp | 71.6%+12.4pp | 70.7%+13.3pp |
| Annual return | 12.14% | 23.15%-11.0pp | 63.52%-51.4pp | 116.89%-104.8pp |
| Employer contribution / active EE | $722 | $1,768-59.1% | $2,496-71.1% | $2,428-70.2% |
| Participant deferral / active EE | $2,648 | $3,036-12.8% | $3,700-28.4% | $4,046-34.6% |
| Admin fee / account holder | $183 | $604-69.8% | $5,830-96.9% | $626-70.8% |