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| Provider | Service type | Compensation |
|---|---|---|
EEPB1 year Service code 10 · EIN 76-0222094 | Accounting | $20,000 |
Filed as: CBIZ BENEFITS & INSURANCE SVCS Service code 99 · EIN 31-1582098 | Other Fees | $6,042 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $1,359,578 | $176,077+672.1% | $159,455+752.6% | $167,518+711.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 32.06% | 331.83%-299.8pp | 263.63%-231.6pp | 478.71%-446.6pp |
| Employer contribution / active EE | $10,456 | $5,298+97.4% | $4,830+116.5% | $4,838+116.1% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,208 | $12,556-90.4% | $10,800-88.8% | $12,312-90.2% |