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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $44,793 |
Filed as: CBIZ FINANICAL SOLUTIONS INC. Service code 99 · EIN 52-1396995 | Other Fees | $18,618 |
SEK CPAS AND ADVISORS1 year Filed as: SEK&CO Service code 99 19405 EMERALD SQUARE, SUITE 1400 · HAGERSTOWN, MD 21742 | Other Fees | $14,300 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 · EIN 81-3968784 | Other Fees | $4,130 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,760 | $64,286-49.0% | $90,951-64.0% | $73,409-55.4% |
| Participation rate | 51.7% | 63.6%-11.9pp | 69.0%-17.3pp | 72.2%-20.5pp |
| Annual return | 3.46% | 21.45%-18.0pp | 134.60%-131.1pp | 59.29%-55.8pp |
| Employer contribution / active EE | $426 | $895-52.4% | $2,122-79.9% | $2,234-80.9% |
| Participant deferral / active EE | $733 | $2,453-70.1% | $3,373-78.3% | $3,805-80.7% |
| Admin fee / account holder | $165 | $287-42.5% | $5,959-97.2% | $158+4.5% |