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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $60,850 |
Filed as: CBIZ FINANCIAL SOLUTIONS Service code 99 · EIN 52-1396995 | Other Fees | $19,690 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,161 | $65,092-79.8% | $143,799-90.8% | $66,938-80.3% |
| Participation rate | 88.9% | 65.2%+23.7pp | 80.3%+8.6pp | 69.8%+19.1pp |
| Annual return | -16.55% | -11.14%-5.4pp | -0.04%-16.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,546 | $2,362+7.8% | $4,952-48.6% | $2,5450% |
| Participant deferral / active EE | $1,835 | $2,920-37.2% | $5,638-67.5% | $4,238-56.7% |
| Admin fee / account holder | $146 | $502-71.0% | $14,677-99.0% | $594-75.4% |