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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY Service code 99 | Other Fees | $15,372 |
Filed as: CBIZ BENEFITS & INSURANCE Service code 49 · EIN 31-1582098 | Other Services | $6,911 |
Filed as: CBIZ INVESTMENT & ADVISORY Service code 99 · EIN 81-3968784 | Other Fees | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,853 | $110,083-72.0% | $151,639-79.7% | $68,486-54.9% |
| Participation rate | 71.3% | 84.0%-12.7pp | 87.5%-16.2pp | 67.9%+3.4pp |
| Annual return | -18.00% | -10.12%-7.9pp | 3.34%-21.3pp | -7.85%-10.1pp |
| Employer contribution / active EE | $4,341 | $4,470-2.9% | $6,165-29.6% | $2,597+67.2% |
| Participant deferral / active EE | $8,571 | $6,526+31.3% | $8,363+2.5% | $4,028+112.8% |
| Admin fee / account holder | $557 | $7,718-92.8% | $11,613-95.2% | $5,404-89.7% |