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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) | $5,480 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 · EIN 31-1582098 4600 SOUTH ULSTER STREET · DENVER, CA 80237 | Contract Administrator | $3,836 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $174,633 | $62,132+181.1% | $185,861-6.0% | $73,497+137.6% |
| Participation rate | 0.0% | 67.8%-67.8pp | 78.0%-78.0pp | 70.7%-70.7pp |
| Annual return | 23.53% | 20.44%+3.1pp | 35.96%-12.4pp | 28.51%-5.0pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,088-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,605 | $3,711-56.7% | $5,634-71.5% | $3,740-57.1% |
| Admin fee / account holder | $1,693 | $419+304.2% | $9,503-82.2% | $513+229.9% |