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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $26,165 |
COLLIER INSURANCE4 years Service code 99 · EIN 62-0632599 | Other Fees | $22,417 |
Filed as: CBIZ MHM, LLC Service code 10 25793 NETWORK PLACE · CHICAGO, IL 60673 | Accounting | $11,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,484 | $78,419-33.1% | $133,978-60.8% | $73,412-28.5% |
| Participation rate | 41.6% | 78.6%-37.0pp | 79.8%-38.3pp | 72.2%-30.6pp |
| Annual return | 15.11% | 33.35%-18.2pp | 45.10%-30.0pp | 59.30%-44.2pp |
| Employer contribution / active EE | $262 | $2,044-87.2% | $3,919-93.3% | $2,234-88.3% |
| Participant deferral / active EE | $1,823 | $3,925-53.6% | $5,047-63.9% | $3,806-52.1% |
| Admin fee / account holder | $244 | $161+51.2% | $8,930-97.3% | $158+54.5% |