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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS Service code 99 · EIN 52-1396995 | Other Fees | $8,314 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,238 | $63,314-19.1% | $91,004-43.7% | $62,293-17.7% |
| Participation rate | 72.8% | 73.3%-0.5pp | 75.6%-2.8pp | 69.5%+3.3pp |
| Annual return | 17.51% | 21.00%-3.5pp | 4.60%+12.9pp | 28.90%-11.4pp |
| Employer contribution / active EE | $229 | $1,807-87.3% | $2,456-90.7% | $2,042-88.8% |
| Participant deferral / active EE | $3,092 | $2,944+5.1% | $3,548-12.8% | $3,169-2.4% |
| Admin fee / account holder | $230 | $468-50.8% | $5,417-95.8% | $479-52.0% |