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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS C/O US BAN Service code 15 · EIN 31-1582098 PO BOX 643792 · CINCINNATI, OH 45264 | Recordkeeping | $7,488 |
PAYCHEX, INC.8+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,061 |
Participant 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).
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 | $12,164 | $59,105-79.4% | $160,009-92.4% | $66,938-81.8% |
| Participation rate | 91.8% | 68.1%+23.7pp | 78.0%+13.8pp | 69.8%+22.0pp |
| Annual return | -11.49% | -12.26%+0.8pp | 408.85%-420.3pp | 1.58%-13.1pp |
| Employer contribution / active EE | $592 | $1,983-70.1% | $4,225-86.0% | $2,545-76.7% |
| Participant deferral / active EE | $1,551 | $4,395-64.7% | $6,183-74.9% | $4,238-63.4% |
| Admin fee / account holder | $106 | $591-82.1% | $8,715-98.8% | $594-82.2% |