Filed March 4, 2015
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ BENEFITS & INS SERV INC Service code 53 · EIN 31-1582098 | Insurance Commissions | $51,007 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,415 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,844 | $37,213+25.9% | $156,551-70.1% | $63,975-26.8% |
| Participation rate | 31.2% | 65.0%-33.8pp | 84.0%-52.8pp | 71.1%-39.9pp |
| Annual return | 7.59% | 47.89%-40.3pp | 32.23%-24.6pp | 48.65%-41.1pp |
| Employer contribution / active EE | $270 | $1,357-80.1% | $5,501-95.1% | $2,182-87.6% |
| Participant deferral / active EE | $882 | $2,070-57.4% | $4,871-81.9% | $3,356-73.7% |
| Admin fee / account holder | $13 | $56-76.9% | $13,028-99.9% | $70-81.6% |