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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY Service code 26 6050 OAK TREE BLVD · CLEVELAND, OH 44131 | Advisory (Participants) | $19,205 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $698 |
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.)
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 | $100,973 | $59,267+70.4% | $96,575+4.6% | $79,393+27.2% |
| Participation rate | 38.6% | 61.9%-23.3pp | 69.8%-31.2pp | 70.7%-32.1pp |
| Annual return | 13.37% | 27.08%-13.7pp | 37.79%-24.4pp | 116.87%-103.5pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,357-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,863 | $2,947-2.8% | $3,849-25.6% | $4,046-29.2% |
| Admin fee / account holder | $1,039 | $659+57.8% | $6,182-83.2% | $627+65.9% |