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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $2,997 |
Filed as: CBIZ INSURANCE SERVICES, INC. Service code 15 · EIN 52-0807416 | Recordkeeping | $2,925 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,224 |
Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,753 | $73,102-78.5% | $123,552-87.3% | $56,287-72.0% |
| Participation rate | 89.9% | 74.3%+15.6pp | 82.3%+7.6pp | 69.9%+20.0pp |
| Annual return | -4.20% | 3.01%-7.2pp | 119.20%-123.4pp | -9.96%+5.8pp |
| Employer contribution / active EE | $80 | $2,977-97.3% | $4,628-98.3% | $2,111-96.2% |
| Participant deferral / active EE | $4,650 | $5,423-14.2% | $6,426-27.6% | $3,350+38.8% |
| Admin fee / account holder | $33 | $554-94.0% | $9,285-99.6% | $521-93.6% |