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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ MHM, LLC Service code 13 · EIN 34-1862269 50 BALTIMORE STREET, 4TH FLOOR · CUMBERLAND, MD 21502 | Contract Administrator | $22,900 |
Filed as: YOUNT, HYDE AND BARBOUR, P.C. Service code 10 · EIN 54-1149263 50 S. CAMERON ST. · WINCHESTER, VA 22601 | Accounting | $8,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,359 | $59,263-75.8% | $96,562-85.1% | $79,386-81.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 69.8%+30.2pp | 70.7%+29.3pp |
| Annual return | -4.10% | 27.07%-31.2pp | 37.78%-41.9pp | 116.85%-121.0pp |
| Employer contribution / active EE | $1,908 | $1,216+57.0% | $2,356-19.0% | $2,427-21.4% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,849-100.0% | $4,046-100.0% |
| Admin fee / account holder | $216 | $658-67.2% | $6,181-96.5% | $626-65.5% |