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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 55 · EIN 22-2769024 6050 OAK TREE BLVD STE 500 · CLEVELAND, OH 44131 | Other Commissions | $11,963 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,413 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,021 | $88,324-75.1% | $115,038-80.9% | $55,191-60.1% |
| Participation rate | 80.6% | 72.5%+8.1pp | 81.4%-0.7pp | 69.2%+11.5pp |
| Annual return | 18.67% | 6.30%+12.4pp | 26.14%-7.5pp | 10.78%+7.9pp |
| Employer contribution / active EE | $3,610 | $2,805+28.7% | $4,608-21.7% | $1,899+90.1% |
| Participant deferral / active EE | $6,583 | $5,042+30.6% | $6,026+9.2% | $3,046+116.1% |
| Admin fee / account holder | -$3 | $105-102.9% | $8,175-100.0% | $91-103.3% |