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 | $75,370 | $84,948-11.3% | $70,449+7.0% | $73,409+2.7% |
| Participation rate | 54.1% | 79.9%-25.8pp | 75.1%-20.9pp | 72.2%-18.1pp |
| Annual return | 4.30% | 13.39%-9.1pp | 109.03%-104.7pp | 59.29%-55.0pp |
| Employer contribution / active EE | $1,346 | $2,834-52.5% | $2,737-50.8% | $2,234-39.7% |
| Participant deferral / active EE | $2,135 | $3,387-37.0% | $3,709-42.4% | $3,805-43.9% |
| Admin fee / account holder | $16 | $98-84.2% | $3,845-99.6% | $158-90.2% |