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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $24,048 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,536 | $55,470+147.9% | $155,556-11.6% | $74,478+84.7% |
| Participation rate | 90.9% | 61.9%+29.0pp | 78.2%+12.6pp | 67.2%+23.6pp |
| Annual return | 13.77% | 269.80%-256.0pp | 64.84%-51.1pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $6,919 | $2,267+205.3% | $4,675+48.0% | $2,626+163.5% |
| Participant deferral / active EE | $5,668 | $2,838+99.7% | $5,631+0.7% | $4,350+30.3% |
| Admin fee / account holder | $23 | $1,744-98.7% | $15,885-99.9% | $1,946-98.8% |