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| Provider | Service type | Compensation |
|---|---|---|
ARMANINO LLP3 years Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 | Accounting | $26,250 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICE Service code 27 · EIN 81-3968784 | Advisory (Plan) | $20,491 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,831 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,445 | $54,558+67.6% | $76,002+20.3% | $74,546+22.7% |
| Participation rate | 55.2% | 60.3%-5.1pp | 69.1%-13.9pp | 67.2%-12.0pp |
| Annual return | 9.78% | 31.83%-22.1pp | 360.07%-350.3pp | 1366.03%-1356.3pp |
| Employer contribution / active EE | $2,944 | $1,778+65.6% | $2,688+9.5% | $2,624+12.2% |
| Participant deferral / active EE | $1,664 | $3,065-45.7% | $4,257-60.9% | $4,347-61.7% |
| Admin fee / account holder | $638 | $2,232-71.4% | $6,414-90.1% | $1,944-67.2% |