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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 51 · EIN 52-1396995 | Investment Mgmt Fees | $24,343 |
DAILY ACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $9,544 |
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 | $45,210 | $57,108-20.8% | $94,229-52.0% | $52,331-13.6% |
| Participation rate | 78.1% | 72.9%+5.2pp | 78.8%-0.7pp | 68.1%+10.0pp |
| Annual return | -0.93% | 1.47%-2.4pp | 10.68%-11.6pp | 4.54%-5.5pp |
| Employer contribution / active EE | $849 | $1,735-51.1% | $3,587-76.3% | $1,882-54.9% |
| Participant deferral / active EE | $3,632 | $3,040+19.5% | $4,320-15.9% | $3,022+20.2% |
| Admin fee / account holder | $203 | $546-62.8% | $6,269-96.8% | $592-65.6% |