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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $26,008 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,904 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ BENEFITS & INS SERVICES INC. Service code 99 PO BOX 632886 · CINCINNATI, OH 452632886 | Other Fees | $20,628 |
Filed as: CBIZ BENEFITS & INS SERVICES, INC Service code 99 | Other Fees | $14,304 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,134 | $106,230-62.2% | $147,080-72.7% | $77,736-48.4% |
| Participation rate | 48.3% | 78.4%-30.1pp | 82.2%-33.9pp | 70.6%-22.3pp |
| Annual return | 23.32% | 56.91%-33.6pp | 420.17%-396.9pp | 31.26%-7.9pp |
| Employer contribution / active EE | $2,156 | $4,072-47.1% | $4,933-56.3% | $2,728-21.0% |
| Participant deferral / active EE | $5,341 | $8,001-33.2% | $8,066-33.8% | $4,651+14.9% |
| Admin fee / account holder | $63 | $338-81.5% | $12,989-99.5% | $433-85.5% |