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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ BENEFIT & INSURANCE SERVICES Service code 27 · EIN 52-1396995 | Advisory (Plan) | $79,140 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $41,125 |
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 | $82,288 | $73,102+12.6% | $123,549-33.4% | $56,287+46.2% |
| Participation rate | 75.7% | 74.3%+1.4pp | 82.3%-6.6pp | 69.9%+5.9pp |
| Annual return | -5.03% | 3.01%-8.0pp | 119.20%-124.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $9,935 | $5,423+83.2% | $6,426+54.6% | $3,350+196.6% |
| Admin fee / account holder | $168 | $554-69.7% | $9,284-98.2% | $521-67.8% |