Filed March 4, 2015
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ BENEFITS & INS SERV INC Service code 53 · EIN 31-1582098 | Insurance Commissions | $57,184 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,670 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 45-0515059 | Indirect Investment Fees | $0 |
VICTORY1 year Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $0 |
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 | $53,134 | $44,989+18.1% | $170,435-68.8% | $77,958-31.8% |
| Participation rate | 29.8% | 64.6%-34.8pp | 83.6%-53.8pp | 71.6%-41.8pp |
| Annual return | 14.48% | 19.61%-5.1pp | 205.94%-191.5pp | 20.87%-6.4pp |
| Employer contribution / active EE | $260 | $1,466-82.3% | $5,432-95.2% | $2,310-88.8% |
| Participant deferral / active EE | $882 | $2,208-60.1% | $4,939-82.1% | $3,537-75.1% |
| Admin fee / account holder | $17 | $69-75.9% | $13,881-99.9% | $97-83.0% |