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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ BENEFITS & INSURANCE SVCS Service code 99 · EIN 31-1582098 | Other Fees | $6,109 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,042,685 | $165,399+530.4% | $149,745+596.3% | $158,982+555.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.67% | 348.34%-343.7pp | 276.72%-272.1pp | 302.99%-298.3pp |
| Employer contribution / active EE | $11,087 | $5,105+117.2% | $4,646+138.6% | $4,763+132.8% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,567 | $10,811-67.0% | $9,312-61.7% | $11,252-68.3% |