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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 27 · EIN 59-3331424 | Advisory (Plan) | $16,702 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,330 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $2,225 | $101,523-97.8% | $141,177-98.4% | $77,775-97.1% |
| Participation rate | 69.9% | 77.4%-7.5pp | 82.5%-12.6pp | 73.2%-3.3pp |
| Annual return | 33.75% | 56.22%-22.5pp | 71.40%-37.7pp | 32.58%+1.2pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $4,736-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,627 | $6,434-74.7% | $6,710-75.7% | $3,966-59.0% |
| Admin fee / account holder | $26 | $92-71.7% | $10,263-99.7% | $100-74.1% |