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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $110,555 |
Service code 16 · EIN 47-1966492 | Consulting | $29,337 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 16 · EIN 81-3968784 | Consulting | $9,092 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,110 | $89,067-15.7% | $102,423-26.7% | $77,714-3.4% |
| Participation rate | 97.1% | 80.9%+16.2pp | 76.5%+20.6pp | 70.6%+26.6pp |
| Annual return | 10.68% | 25.01%-14.3pp | 29.42%-18.7pp | 31.26%-20.6pp |
| Employer contribution / active EE | $578 | $2,699-78.6% | $3,023-80.9% | $2,727-78.8% |
| Participant deferral / active EE | $5,879 | $5,147+14.2% | $5,054+16.3% | $4,649+26.4% |
| Admin fee / account holder | $370 | $236+56.8% | $9,455-96.1% | $433-14.7% |