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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $7,348 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 PO BOX 643792 · CINCINNATI, OH 45264 | Consulting | $4,857 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,680 | $42,772-37.6% | $87,502-69.5% | $55,167-51.6% |
| Participation rate | 55.5% | 66.5%-11.0pp | 73.8%-18.4pp | 69.0%-13.5pp |
| Annual return | 6.74% | 21.20%-14.5pp | 12.21%-5.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $275 | $1,277-78.5% | $2,550-89.2% | $1,963-86.0% |
| Participant deferral / active EE | $1,145 | $2,342-51.1% | $3,149-63.6% | $3,054-62.5% |
| Admin fee / account holder | $94 | $461-79.6% | $4,221-97.8% | $504-81.4% |