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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $69,656 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 26 1765 E SKYLINE DRIVE · TUCSON, AK 85718 | Advisory (Participants) | $48,039 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,923 | $66,051-63.8% | $92,903-74.2% | $77,775-69.2% |
| Participation rate | 83.2% | 81.0%+2.3pp | 76.0%+7.2pp | 73.2%+10.0pp |
| Annual return | 20.95% | 20.69%+0.3pp | 109.43%-88.5pp | 32.58%-11.6pp |
| Employer contribution / active EE | $268 | $3,426-92.2% | $3,653-92.7% | $2,504-89.3% |
| Participant deferral / active EE | $2,869 | $3,013-4.8% | $4,238-32.3% | $3,966-27.7% |
| Admin fee / account holder | $118 | $148-20.4% | $5,795-98.0% | $100+17.5% |