Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $60,484 |
Filed as: CBIZ FINANCIAL SOLUTIONS Service code 99 · EIN 52-1396995 | Other Fees | $22,864 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,792 | $47,163-70.8% | $149,696-90.8% | $74,460-81.5% |
| Participation rate | 93.6% | 63.4%+30.2pp | 78.8%+14.9pp | 70.7%+22.9pp |
| Annual return | 16.16% | 22.75%-6.6pp | 134.46%-118.3pp | 34.38%-18.2pp |
| Employer contribution / active EE | $1,976 | $1,907+3.6% | $4,821-59.0% | $2,638-25.1% |
| Participant deferral / active EE | $1,392 | $2,730-49.0% | $5,682-75.5% | $4,530-69.3% |
| Admin fee / account holder | $142 | $343-58.7% | $13,212-98.9% | $348-59.2% |