Filed October 25, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 16 · EIN 52-1396995 | Consulting | $25,290 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,338 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,835 | $155,795-72.5% | $136,294-68.6% | $69,631-38.5% |
| Participation rate | 84.2% | 75.2%+9.0pp | 81.9%+2.3pp | 70.7%+13.5pp |
| Annual return | 19.98% | 232464.33%-232444.4pp | 5155.94%-5136.0pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $452 | $2,991-84.9% | $4,695-90.4% | $2,032-77.7% |
| Participant deferral / active EE | $4,431 | $5,394-17.9% | $6,247-29.1% | $3,224+37.4% |
| Admin fee / account holder | $106 | $128-17.0% | $9,243-98.8% | $110-3.6% |