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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 | $55,446+148.1% | $155,574-11.6% | $74,429+84.8% |
| Participation rate | 90.9% | 61.9%+29.0pp | 78.2%+12.7pp | 67.2%+23.7pp |
| Annual return | 13.77% | 269.20%-255.4pp | 64.87%-51.1pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $6,919 | $2,266+205.3% | $4,676+48.0% | $2,625+163.6% |
| Participant deferral / active EE | $5,668 | $2,836+99.9% | $5,629+0.7% | $4,348+30.4% |
| Admin fee / account holder | $23 | $1,743-98.7% | $15,914-99.9% | $1,944-98.8% |