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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL ADVISORS Service code 26 2410 CAMINO RAMON · SAN RAMON, CA 94583 | Advisory (Participants) | $3,958 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 · EIN 31-1582098 4600 SOUTH ULSTER STREET · DENVER, CA 80237 | Contract Administrator | $2,770 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,028 | $56,918-92.9% | $182,558-97.8% | $65,186-93.8% |
| Participation rate | 91.8% | 66.5%+25.3pp | 78.0%+13.8pp | 70.2%+21.6pp |
| Annual return | 23.97% | 27.67%-3.7pp | 148.59%-124.6pp | 29.39%-5.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $4,076-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,273 | $3,526-63.9% | $5,526-77.0% | $3,514-63.8% |
| Admin fee / account holder | $47 | $531-91.1% | $8,594-99.5% | $847-94.4% |