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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 19 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NC 10017 | Securities Custodian | $100 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $17,081 | $47,766-64.2% | $82,744-79.4% | $64,819-73.6% |
| Participation rate | 61.6% | 67.7%-6.1pp | 72.6%-11.0pp | 71.5%-9.9pp |
| Annual return | -13.71% | -13.06%-0.7pp | 702.22%-715.9pp | 32.84%-46.6pp |
| Employer contribution / active EE | $504 | $2,182-76.9% | $3,008-83.3% | $2,507-79.9% |
| Participant deferral / active EE | $1,649 | $3,332-50.5% | $4,395-62.5% | $4,311-61.7% |
| Admin fee / account holder | $43 | $143-70.2% | $5,325-99.2% | $188-77.3% |