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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 P.O. BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $14,399 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,888 | $83,575-49.9% | $66,439-37.0% | $65,191-35.7% |
| Participation rate | 36.3% | 71.6%-35.3pp | 74.5%-38.2pp | 63.0%-26.7pp |
| Annual return | 13.82% | 12.38%+1.4pp | 757.66%-743.8pp | 51.24%-37.4pp |
| Employer contribution / active EE | $0 | $2,903-100.0% | $2,637-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $1,904 | $3,365-43.4% | $3,876-50.9% | $2,671-28.7% |
| Admin fee / account holder | $42 | $234-82.0% | $6,173-99.3% | $907-95.3% |