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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $48,009 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,490 |
Filed as: CBIZ Service code 16 · EIN 31-1582098 | Consulting | $15,810 |
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 | $176,735 | $84,784+108.5% | $98,461+79.5% | $74,460+137.4% |
| Participation rate | 99.6% | 81.5%+18.1pp | 75.2%+24.5pp | 70.7%+28.9pp |
| Annual return | 18.38% | 20.59%-2.2pp | 21.17%-2.8pp | 34.38%-16.0pp |
| Employer contribution / active EE | $7,842 | $3,364+133.1% | $3,049+157.2% | $2,638+197.2% |
| Participant deferral / active EE | $8,834 | $5,218+69.3% | $4,738+86.4% | $4,530+95.0% |
| Admin fee / account holder | $291 | $204+42.3% | $8,961-96.8% | $348-16.3% |