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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS Service code 99 · EIN 52-1396995 | Other Fees | $11,805 |
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.)
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 | $53,324 | $73,102-27.1% | $123,553-56.8% | $56,289-5.3% |
| Participation rate | 46.3% | 74.3%-28.1pp | 82.3%-36.0pp | 69.9%-23.6pp |
| Annual return | -3.44% | 3.01%-6.4pp | 119.21%-122.6pp | -9.96%+6.5pp |
| Employer contribution / active EE | $1,208 | $2,977-59.4% | $4,628-73.9% | $2,111-42.8% |
| Participant deferral / active EE | $3,897 | $5,423-28.1% | $6,426-39.4% | $3,350+16.3% |
| Admin fee / account holder | $332 | $554-40.0% | $9,284-96.4% | $521-36.2% |