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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY Service code 99 · EIN 81-3968784 | Other Fees | $15,150 |
Filed as: CBIZ BENEFITS & INSURANCE Service code 49 · EIN 31-1582098 | Other Services | $10,100 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 | Other Services | $2,310 |
Employer contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,728 | $29,546-87.4% | $56,441-93.4% | $77,671-95.2% |
| Participation rate | 94.4% | 32.7%+61.7pp | 52.5%+41.9pp | 70.6%+23.8pp |
| Annual return | 13.00% | 19.01%-6.0pp | 1704.21%-1691.2pp | 31.21%-18.2pp |
| Employer contribution / active EE | $80 | $568-85.9% | $1,039-92.3% | $2,726-97.1% |
| Participant deferral / active EE | $1,283 | $1,061+21.0% | $1,953-34.3% | $4,648-72.4% |
| Admin fee / account holder | $31 | $1,046-97.0% | $2,829-98.9% | $430-92.8% |