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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $9,452 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 PO BOX 643792 · CINCINNATI, OH 45264 | Consulting | $5,921 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ 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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,195 | $47,448-38.5% | $94,993-69.3% | $62,292-53.1% |
| Participation rate | 0.0% | 66.5%-66.5pp | 73.9%-73.9pp | 69.5%-69.5pp |
| Annual return | 17.76% | 22.64%-4.9pp | 27.12%-9.4pp | 28.90%-11.1pp |
| Employer contribution / active EE | $309 | $1,300-76.2% | $2,603-88.1% | $2,042-84.9% |
| Participant deferral / active EE | $1,224 | $2,375-48.5% | $3,317-63.1% | $3,169-61.4% |
| Admin fee / account holder | $83 | $434-80.9% | $4,960-98.3% | $479-82.7% |