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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUT Service code 16 · EIN 52-1396995 | Consulting | $27,970 |
REHMANN ROBSON1+ years Service code 10 · EIN 38-3567911 | Accounting | $7,825 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,631 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $58,611 | $88,324-33.6% | $115,038-49.1% | $55,191+6.2% |
| Participation rate | 97.5% | 72.5%+24.9pp | 81.4%+16.1pp | 69.2%+28.3pp |
| Annual return | 2.62% | 6.30%-3.7pp | 26.14%-23.5pp | 10.78%-8.2pp |
| Employer contribution / active EE | $2,334 | $2,805-16.8% | $4,608-49.4% | $1,899+22.9% |
| Participant deferral / active EE | $5,861 | $5,042+16.2% | $6,026-2.7% | $3,046+92.4% |
| Admin fee / account holder | $58 | $105-45.0% | $8,175-99.3% | $91-36.2% |