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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY Service code 26 · EIN 81-3968784 6050 OAK TREE BLVD · INDEPENDENCE, OH 44131 | Advisory (Participants) | $23,139 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $362 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $62,492 | $63,471-1.5% | $68,808-9.2% | $66,938-6.6% |
| Participation rate | 65.9% | 60.0%+5.9pp | 69.0%-3.1pp | 69.8%-3.9pp |
| Annual return | -17.01% | -8.29%-8.7pp | -6.37%-10.6pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,412 | $1,776+35.8% | $2,656-9.2% | $2,545-5.2% |
| Participant deferral / active EE | $4,389 | $2,946+49.0% | $3,942+11.3% | $4,238+3.6% |
| Admin fee / account holder | $383 | $578-33.6% | $4,936-92.2% | $594-35.4% |