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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 | $92,071-54.5% | $63,803-34.3% | $71,012-41.0% |
| Participation rate | 36.3% | 73.7%-37.4pp | 72.7%-36.4pp | 58.6%-22.3pp |
| Annual return | 13.82% | 13.14%+0.7pp | 543.72%-529.9pp | 37.67%-23.9pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,532-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $1,904 | $3,765-49.4% | $3,843-50.5% | $3,246-41.3% |
| Admin fee / account holder | $42 | $227-81.4% | $5,196-99.2% | $1,167-96.4% |