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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOBER MARKEY FEDOROVICH Service code 10 · EIN 34-1523030 | Accounting | $22,500 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ INVESTMENT ADVISORY SRVS, LLC Service code 27 5959 ROCKSIDE WOODS BLVD N · CLEVELAND, IL 44131 | Advisory (Plan) | $7,015 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,925 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,182 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $2,644 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $781 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,667 | $89,123-61.1% | $102,460-66.2% | $77,762-55.4% |
| Participation rate | 77.1% | 80.9%-3.8pp | 76.5%+0.6pp | 70.6%+6.5pp |
| Annual return | 148.07% | 25.05%+123.0pp | 29.47%+118.6pp | 31.27%+116.8pp |
| Employer contribution / active EE | $173 | $2,700-93.6% | $3,025-94.3% | $2,728-93.7% |
| Participant deferral / active EE | $650 | $5,148-87.4% | $5,056-87.1% | $4,651-86.0% |
| Admin fee / account holder | $42 | $236-82.2% | $9,460-99.6% | $433-90.3% |