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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 | $31,283 |
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 | $133,038 | $61,391+116.7% | $149,723-11.1% | $71,529+86.0% |
| Participation rate | 83.6% | 62.5%+21.1pp | 78.8%+4.8pp | 67.9%+15.7pp |
| Annual return | 16.31% | 35.88%-19.6pp | 134.50%-118.2pp | 28.97%-12.7pp |
| Employer contribution / active EE | $6,596 | $2,384+176.7% | $4,821+36.8% | $2,590+154.7% |
| Participant deferral / active EE | $5,184 | $2,921+77.5% | $5,682-8.8% | $4,291+20.8% |
| Admin fee / account holder | $18 | $1,264-98.6% | $13,215-99.9% | $1,588-98.8% |