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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANICAL SOLUTIONS, INC Service code 14 · EIN 52-1396995 | Plan Administrator | $12,165 |
HOLTZMAN PARTNERS, LLP3 years Service code 10 · EIN 74-3121060 | Accounting | $11,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,112 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,230 | $49,280+81.1% | $67,313+32.6% | $64,173+39.0% |
| Participation rate | 84.0% | 60.8%+23.2pp | 69.1%+14.9pp | 69.6%+14.4pp |
| Annual return | -5.87% | -1.39%-4.5pp | -4.08%-1.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $6,430 | $1,668+285.4% | $2,566+150.6% | $2,381+170.1% |
| Participant deferral / active EE | $2,861 | $2,484+15.2% | $3,568-19.8% | $3,470-17.5% |
| Admin fee / account holder | $696 | $3,863-82.0% | $4,507-84.5% | $4,887-85.8% |