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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 PO BOX 645547 · CINCINNATI, OH 452645547 | Advisory (Plan) | $46,178 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,742 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $9,127 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,163 | $85,135+1.2% | $98,920-12.9% | $73,412+17.4% |
| Participation rate | 94.9% | 81.1%+13.7pp | 76.0%+18.8pp | 72.2%+22.7pp |
| Annual return | 17.53% | 19.14%-1.6pp | 196.47%-178.9pp | 59.30%-41.8pp |
| Employer contribution / active EE | $4,380 | $2,721+61.0% | $2,689+62.9% | $2,234+96.1% |
| Participant deferral / active EE | $6,861 | $4,349+57.8% | $4,245+61.6% | $3,806+80.3% |
| Admin fee / account holder | $327 | $139+134.6% | $6,643-95.1% | $158+107.0% |