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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ BENEFITS AND INS SERVICES Service code 99 · EIN 31-1582098 | Other Fees | $8,298 |
Filed as: CBIZ FINANCIAL SOLUTIONS Service code 99 · EIN 52-1396995 | Other Fees | $5,872 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,715 | $31,388+52.0% | $73,550-35.1% | $62,293-23.4% |
| Participation rate | 8.1% | 39.9%-31.7pp | 54.9%-46.8pp | 69.5%-61.4pp |
| Annual return | 12.92% | 25.34%-12.4pp | -15.16%+28.1pp | 28.90%-16.0pp |
| Employer contribution / active EE | $173 | $498-65.3% | $1,219-85.8% | $2,042-91.5% |
| Participant deferral / active EE | $422 | $1,028-58.9% | $1,804-76.6% | $3,169-86.7% |
| Admin fee / account holder | $945 | $299+215.5% | $2,320-59.3% | $479+97.1% |