Filed August 19, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 14 · EIN 52-1396995 | Plan Administrator | $7,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,482 | $95,542-19.9% | $69,455+10.1% | $67,579+13.2% |
| Participation rate | 54.4% | 79.4%-25.0pp | 74.6%-20.2pp | 71.3%-16.9pp |
| Annual return | 5.70% | 17.67%-12.0pp | 28.97%-23.3pp | 378.56%-372.9pp |
| Employer contribution / active EE | $1,299 | $2,989-56.5% | $2,779-53.2% | $2,148-39.5% |
| Participant deferral / active EE | $2,039 | $3,263-37.5% | $3,535-42.3% | $3,539-42.4% |
| Admin fee / account holder | $12 | $90-86.5% | $3,839-99.7% | $142-91.5% |