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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) | $17,081 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,717 | $56,423-3.0% | $77,175-29.1% | $71,476-23.4% |
| Participation rate | 77.6% | 64.3%+13.3pp | 69.6%+8.0pp | 67.9%+9.7pp |
| Annual return | 13.88% | 19.05%-5.2pp | 37.88%-24.0pp | 28.85%-15.0pp |
| Employer contribution / active EE | $787 | $1,866-57.8% | $2,533-68.9% | $2,589-69.6% |
| Participant deferral / active EE | $2,851 | $3,142-9.2% | $3,832-25.6% | $4,290-33.5% |
| Admin fee / account holder | $245 | $1,429-82.8% | $5,474-95.5% | $1,587-84.6% |