Filed November 18, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,307 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $13,981 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,677 | $52,293-41.3% | $178,499-82.8% | $73,412-58.2% |
| Participation rate | 65.9% | 65.3%+0.6pp | 81.9%-16.0pp | 72.2%-6.3pp |
| Annual return | 17.93% | 34.75%-16.8pp | 151.10%-133.2pp | 59.30%-41.4pp |
| Employer contribution / active EE | $1,726 | $1,735-0.5% | $5,011-65.6% | $2,234-22.7% |
| Participant deferral / active EE | $3,542 | $2,332+51.9% | $5,202-31.9% | $3,806-6.9% |
| Admin fee / account holder | $152 | $127+19.2% | $13,986-98.9% | $158-3.8% |