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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 31-1582098 | Advisory (Plan) | $20,831 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,288 |
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,688 | $79,523-62.7% | $140,019-78.8% | $56,289-47.3% |
| Participation rate | 47.8% | 85.7%-37.9pp | 87.5%-39.7pp | 69.9%-22.0pp |
| Annual return | 143.54% | 2.39%+141.2pp | 651.17%-507.6pp | -9.96%+153.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,858 | $5,129+33.7% | $6,927-1.0% | $3,350+104.7% |
| Admin fee / account holder | $302 | $614-50.8% | $10,705-97.2% | $521-42.0% |