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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE FIDUCIARY LLC Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $10,743 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 · EIN 52-1396995 6050 OAKTREE BLVD · CLEVELAND, OH 44131 | Advisory (Plan) | $3,000 |
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,479 | $50,643-75.4% | $106,619-88.3% | $55,167-77.4% |
| Participation rate | 80.3% | 65.6%+14.7pp | 78.0%+2.3pp | 69.0%+11.3pp |
| Annual return | 7.15% | 7.02%+0.1pp | 9.42%-2.3pp | 169.23%-162.1pp |
| Employer contribution / active EE | $530 | $1,626-67.4% | $3,947-86.6% | $1,963-73.0% |
| Participant deferral / active EE | $1,006 | $2,208-54.4% | $3,930-74.4% | $3,054-67.0% |
| Admin fee / account holder | $84 | $488-82.8% | $6,418-98.7% | $504-83.4% |