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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS Service code 99 · EIN 52-1396995 | Other Fees | $19,001 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $11,452 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,249 | $37,196-72.4% | $154,108-93.3% | $55,725-81.6% |
| Participation rate | 88.9% | 64.1%+24.8pp | 83.0%+5.9pp | 70.9%+18.0pp |
| Annual return | -5.18% | 1319.68%-1324.9pp | 735.21%-740.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $1,647 | $1,614+2.0% | $5,298-68.9% | $2,078-20.8% |
| Participant deferral / active EE | $767 | $2,068-62.9% | $5,081-84.9% | $3,356-77.2% |
| Admin fee / account holder | $93 | $102-8.1% | $13,411-99.3% | $115-19.0% |