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 |
|---|---|---|
Filed as: CBIZ MHM, LLC. Service code 15 · EIN 34-1513062 | Recordkeeping | $17,940 |
EVERHART ADVISORS2 years Filed as: EVERHART FINANCIAL GROUP, INC Service code 15 · EIN 31-1440043 | Recordkeeping | $9,732 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,376 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,670 | $56,484-54.6% | $169,452-84.9% | $64,173-60.0% |
| Participation rate | 52.0% | 64.5%-12.5pp | 77.8%-25.7pp | 69.6%-17.5pp |
| Annual return | -9.30% | -1.55%-7.7pp | 1.83%-11.1pp | 7.63%-16.9pp |
| Employer contribution / active EE | $400 | $1,832-78.2% | $4,157-90.4% | $2,381-83.2% |
| Participant deferral / active EE | $2,637 | $3,448-23.5% | $5,277-50.0% | $3,470-24.0% |
| Admin fee / account holder | $481 | $4,174-88.5% | $9,110-94.7% | $4,887-90.2% |