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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,440 |
Service code 27 · EIN 36-4906731 | Advisory (Plan) | $37,287 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $24,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,223 | $129,095-42.5% | $184,185-59.7% | $77,692-4.5% |
| Participation rate | 69.6% | 87.3%-17.8pp | 86.8%-17.3pp | 70.6%-1.0pp |
| Annual return | 14.63% | 33.29%-18.7pp | 28.81%-14.2pp | 31.25%-16.6pp |
| Employer contribution / active EE | $1,311 | $4,410-70.3% | $6,426-79.6% | $2,726-51.9% |
| Participant deferral / active EE | $5,368 | $7,300-26.5% | $9,132-41.2% | $4,648+15.5% |
| Admin fee / account holder | $413 | $256+61.5% | $13,909-97.0% | $431-4.1% |