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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS Service code 99 · EIN 52-1396995 | Other Fees | $694 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 49 · EIN 31-1582098 4600 SOUTH ULSTER STREET · DENVER, CA 80237 | Other Services | $486 |
Filed as: CBIZ INVESTMENT & ADVISORY SVCS Service code 99 · EIN 81-3968784 | Other Fees | $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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,645 | $59,140-90.5% | $160,037-96.5% | $66,949-91.6% |
| Participation rate | 75.6% | 68.1%+7.4pp | 78.0%-2.4pp | 69.8%+5.7pp |
| Annual return | -20.24% | -12.25%-8.0pp | 408.95%-429.2pp | 1.57%-21.8pp |
| Employer contribution / active EE | $0 | $1,982-100.0% | $4,226-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,988 | $4,399-54.8% | $6,184-67.8% | $4,239-53.1% |
| Admin fee / account holder | $57 | $591-90.4% | $8,716-99.3% | $594-90.5% |