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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS Service code 99 · EIN 52-1396995 | Other Fees | $2,718 |
Filed as: CBIZ BENEFITS AND INS SERVICES Service code 99 · EIN 31-1582098 | Other Fees | $1,631 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $23,930 | $28,109-14.9% | $71,086-66.3% | $56,287-57.5% |
| Participation rate | 6.5% | 40.4%-33.9pp | 54.7%-48.1pp | 69.9%-63.3pp |
| Annual return | -2.99% | -615.05%+612.1pp | 650.59%-653.6pp | -9.96%+7.0pp |
| Employer contribution / active EE | $199 | $558-64.3% | $1,088-81.7% | $2,111-90.6% |
| Participant deferral / active EE | $395 | $1,116-64.6% | $1,874-78.9% | $3,350-88.2% |
| Admin fee / account holder | $340 | $585-41.8% | $3,082-89.0% | $521-34.7% |