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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ MHM LLC - BOCA Service code 99 · EIN 22-2000222 | Other Fees | $23,400 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 99 · EIN 33-3000033 | Other Fees | $10,000 |
DEFINITI LLC3 years Service code 99 · EIN 11-1000111 | Other Fees | $6,102 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,285 | $56,638-37.7% | $169,390-79.2% | $74,460-52.6% |
| Participation rate | 35.0% | 67.5%-32.5pp | 77.2%-42.2pp | 70.7%-35.8pp |
| Annual return | 15.58% | 24.75%-9.2pp | 406.07%-390.5pp | 34.38%-18.8pp |
| Employer contribution / active EE | $903 | $2,027-55.4% | $4,013-77.5% | $2,638-65.8% |
| Participant deferral / active EE | $2,868 | $4,223-32.1% | $6,222-53.9% | $4,530-36.7% |
| Admin fee / account holder | $209 | $307-32.0% | $9,015-97.7% | $348-40.1% |