Filed March 4, 2015
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ BENEFITS & INS SERV INC. Service code 53 | Insurance Commissions | $50,408 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,868 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ BENEFITS & INS SERV INC Service code 53 · EIN 31-1582098 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,939 | $37,039+15.9% | $147,617-70.9% | $59,188-27.5% |
| Participation rate | 30.8% | 63.8%-33.0pp | 84.6%-53.8pp | 69.4%-38.6pp |
| Annual return | -0.17% | 7.19%-7.4pp | 61.98%-62.2pp | 5.51%-5.7pp |
| Employer contribution / active EE | $288 | $1,353-78.7% | $5,564-94.8% | $2,098-86.3% |
| Participant deferral / active EE | $781 | $2,094-62.7% | $4,895-84.0% | $3,265-76.1% |
| Admin fee / account holder | $14 | $60-76.7% | $11,612-99.9% | $92-84.8% |