Filed April 14, 2023 (most recent of 2 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,012 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 · EIN 31-1582098 | Other Services | $10,605 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $9,249 |
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 | $27,750 | $60,989-54.5% | $60,919-54.4% | $66,949-58.6% |
| Participation rate | 91.5% | 74.5%+17.0pp | 73.1%+18.4pp | 69.8%+21.7pp |
| Annual return | -12.88% | -9.60%-3.3pp | 16.96%-29.8pp | 1.57%-14.5pp |
| Employer contribution / active EE | $1,663 | $2,661-37.5% | $2,704-38.5% | $2,545-34.7% |
| Participant deferral / active EE | $3,133 | $3,615-13.3% | $3,814-17.9% | $4,239-26.1% |
| Admin fee / account holder | $120 | $338-64.6% | $3,228-96.3% | $594-79.8% |