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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $69,330 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 · EIN 81-3968784 | Other Fees | $22,856 |
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.
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 | $47,830 | $50,956-6.1% | $96,562-50.5% | $86,799-44.9% |
| Participation rate | 50.2% | 65.2%-15.1pp | 69.8%-19.6pp | 72.3%-22.1pp |
| Annual return | 26.56% | 21.27%+5.3pp | 37.78%-11.2pp | 97.91%-71.3pp |
| Employer contribution / active EE | $739 | $1,111-33.4% | $2,356-68.6% | $2,405-69.3% |
| Participant deferral / active EE | $803 | $2,954-72.8% | $3,849-79.1% | $4,131-80.6% |
| Admin fee / account holder | $163 | $166-1.7% | $6,181-97.4% | $170-3.8% |