Filed March 4, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $36,799 |
Filed as: CBIZ BENEFITS AND INS SERV INC Service code 53 | Insurance Commissions | $14,632 |
Service code 49 · EIN 04-1590850 | Other Services | $7,443 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CALVERT2 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ BENEFITS & INS SERV INC Service code 53 · EIN 31-1582098 | Insurance Commissions | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
VICTORY2 years 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 | $46,785 | $45,382+3.1% | $154,111-69.6% | $75,289-37.9% |
| Participation rate | 32.5% | 65.9%-33.4pp | 83.0%-50.6pp | 72.4%-40.0pp |
| Annual return | -2.32% | -0.47%-1.9pp | 735.18%-737.5pp | -0.04%-2.3pp |
| Employer contribution / active EE | $303 | $1,533-80.2% | $5,298-94.3% | $2,405-87.4% |
| Participant deferral / active EE | $1,081 | $2,384-54.7% | $5,081-78.7% | $3,739-71.1% |
| Admin fee / account holder | $104 | $89+16.0% | $13,411-99.2% | $102+1.3% |