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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,550 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICE Service code 27 · EIN 81-3968784 | Advisory (Plan) | $22,973 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 27 · EIN 59-3331424 | Advisory (Plan) | $7,301 |
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 | $2,850 | $100,801-97.2% | $149,730-98.1% | $73,412-96.1% |
| Participation rate | 69.5% | 77.7%-8.2pp | 82.5%-13.0pp | 72.2%-2.7pp |
| Annual return | 16.85% | 265.34%-248.5pp | 276.70%-259.8pp | 59.30%-42.4pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,645-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,990 | $6,404-68.9% | $6,843-70.9% | $3,806-47.7% |
| Admin fee / account holder | $46 | $181-74.6% | $9,310-99.5% | $158-70.9% |