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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968784 | Advisory (Participants) | $15,192 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,655 | $55,437-79.0% | $155,534-92.5% | $74,459-84.3% |
| Participation rate | 61.4% | 61.9%-0.5pp | 78.2%-16.8pp | 67.2%-5.8pp |
| Annual return | 7.06% | 269.58%-262.5pp | 64.92%-57.9pp | 1369.70%-1362.6pp |
| Employer contribution / active EE | $1,033 | $2,266-54.4% | $4,675-77.9% | $2,626-60.7% |
| Participant deferral / active EE | $975 | $2,837-65.6% | $5,630-82.7% | $4,350-77.6% |
| Admin fee / account holder | $47 | $1,742-97.3% | $15,900-99.7% | $1,945-97.6% |