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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTION Service code 99 · EIN 65-0891672 | Other Fees | $13,582 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 49 · EIN 31-1582098 4600 SOUTH ULSTER STREET · DENVER, CA 80237 | Other Services | $0 |
Annual investment return 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,371 | $70,879-91.0% | $189,575-96.6% | $79,391-92.0% |
| Participation rate | 82.8% | 68.0%+14.8pp | 78.4%+4.3pp | 70.7%+12.0pp |
| Annual return | 10.20% | 20.70%-10.5pp | 64.19%-54.0pp | 116.88%-106.7pp |
| Employer contribution / active EE | $0 | $1,806-100.0% | $4,412-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,887 | $4,081-53.8% | $6,174-69.4% | $4,046-53.4% |
| Admin fee / account holder | $79 | $647-87.8% | $9,806-99.2% | $627-87.4% |