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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 · EIN 31-1582098 4600 SOUTH ULSTER STREET · DENVER, CA 80237 | Contract Administrator | $7,726 |
Filed as: CBIZ FINANCIAL ADVISORS Service code 26 2410 CAMINO RAMON · SAN RAMON, CA 94583 | Advisory (Participants) | $5,968 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,522 | $48,576-92.8% | $169,452-97.9% | $56,289-93.7% |
| Participation rate | 82.1% | 65.8%+16.2pp | 77.8%+4.3pp | 69.9%+12.2pp |
| Annual return | -2.43% | -2.51%+0.1pp | 1.83%-4.3pp | -9.96%+7.5pp |
| Employer contribution / active EE | $0 | $1,559-100.0% | $4,157-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,445 | $3,275-55.9% | $5,277-72.6% | $3,350-56.9% |
| Admin fee / account holder | $102 | $435-76.7% | $9,110-98.9% | $521-80.5% |