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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 16 · EIN 81-3968784 | Consulting | $29,634 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $21,245 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,580 | $148,978+11.8% | $200,582-17.0% | $84,808+96.4% |
| Participation rate | 93.7% | 84.2%+9.5pp | 86.9%+6.8pp | 68.3%+25.4pp |
| Annual return | 14.84% | 28.16%-13.3pp | 42.33%-27.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,455 | $4,815-69.8% | $6,419-77.3% | $2,631-44.7% |
| Participant deferral / active EE | $4,771 | $7,142-33.2% | $9,331-48.9% | $4,212+13.3% |
| Admin fee / account holder | $376 | $13,977-97.3% | $16,305-97.7% | $7,344-94.9% |