Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ MHM, LLC Service code 10 · EIN 34-1874260 | Accounting | $18,786 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,431 |
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 | $16,645 | $65,118-74.4% | $76,768-78.3% | $55,725-70.1% |
| Participation rate | 88.7% | 79.6%+9.1pp | 77.0%+11.7pp | 70.9%+17.8pp |
| Annual return | -3.52% | -1.27%-2.3pp | 2.43%-5.9pp | 244.93%-248.5pp |
| Employer contribution / active EE | $627 | $1,941-67.7% | $2,485-74.8% | $2,078-69.8% |
| Participant deferral / active EE | $2,584 | $3,688-29.9% | $3,852-32.9% | $3,356-23.0% |
| Admin fee / account holder | $39 | $116-66.4% | $6,675-99.4% | $115-66.2% |