Filed August 19, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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.
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 | $75,370 | $84,948-11.3% | $70,494+6.9% | $73,412+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 | 109.16%-104.9pp | 59.30%-55.0pp |
| Employer contribution / active EE | $1,346 | $2,834-52.5% | $2,738-50.8% | $2,234-39.7% |
| Participant deferral / active EE | $2,135 | $3,387-37.0% | $3,711-42.5% | $3,806-43.9% |
| Admin fee / account holder | $16 | $98-84.2% | $3,848-99.6% | $158-90.2% |