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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SERVICES Service code 27 · EIN 52-1396995 | Advisory (Plan) | $55,894 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,739 |
LUTZ & COMPANY, PC2 years Filed as: LUTZ Service code 10 · EIN 47-0625816 | Accounting | $24,433 |
KUTAK ROCK LLP2 years Service code 27 · EIN 47-0597598 | Advisory (Plan) | $11,436 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,261 | $93,010-15.9% | $96,538-18.9% | $74,473+5.1% |
| Participation rate | 93.0% | 71.6%+21.5pp | 74.3%+18.7pp | 70.7%+22.3pp |
| Annual return | -8.46% | 37.50%-46.0pp | 35.74%-44.2pp | 34.36%-42.8pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $3,740-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $4,197 | $3,971+5.7% | $4,880-14.0% | $4,530-7.4% |
| Admin fee / account holder | $410 | $633-35.3% | $6,737-93.9% | $347+18.0% |