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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 31-1582098 | Advisory (Plan) | $24,999 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,700 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,137 | $98,982-49.3% | $162,177-69.1% | $65,185-23.1% |
| Participation rate | 52.0% | 85.8%-33.8pp | 87.6%-35.6pp | 70.2%-18.2pp |
| Annual return | 36.88% | 24.84%+12.0pp | 115.60%-78.7pp | 29.38%+7.5pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,613-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,603 | $5,384+22.6% | $7,297-9.5% | $3,514+87.9% |
| Admin fee / account holder | $334 | $596-44.0% | $10,843-96.9% | $847-60.6% |