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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ BENEFITS & INSURANCE Service code 49 · EIN 31-1582098 | Other Services | $40,769 |
Filed as: CBIZ INVESTMENT ADVISORY Service code 99 | Other Fees | $11,817 |
Filed as: CBIZ INVESTMENT & ADVISORY Service code 99 · EIN 81-3968784 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $40,728 | $125,797-67.6% | $170,043-76.0% | $75,173-45.8% |
| Participation rate | 52.2% | 83.6%-31.4pp | 87.0%-34.8pp | 67.2%-15.0pp |
| Annual return | 16.24% | 27.20%-11.0pp | 53.40%-37.2pp | 160.72%-144.5pp |
| Employer contribution / active EE | $2,313 | $4,616-49.9% | $6,790-65.9% | $2,671-13.4% |
| Participant deferral / active EE | $3,968 | $6,838-42.0% | $10,410-61.9% | $4,126-3.8% |
| Admin fee / account holder | $350 | $8,177-95.7% | $12,824-97.3% | $5,651-93.8% |