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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,770 |
Filed as: CBIZ FINANCIAL SOL. INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $26,549 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $51,547 | $73,102-29.5% | $123,549-58.3% | $56,287-8.4% |
| Participation rate | 55.3% | 74.3%-19.0pp | 82.3%-27.0pp | 69.9%-14.5pp |
| Annual return | -4.98% | 3.01%-8.0pp | 119.20%-124.2pp | -9.96%+5.0pp |
| Employer contribution / active EE | $973 | $2,977-67.3% | $4,628-79.0% | $2,111-53.9% |
| Participant deferral / active EE | $3,821 | $5,423-29.5% | $6,426-40.5% | $3,350+14.1% |
| Admin fee / account holder | $384 | $554-30.7% | $9,284-95.9% | $521-26.3% |