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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,480 |
Filed as: CBIZ Service code 10 · EIN 22-2769024 | Accounting | $5,791 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,933 | $47,135+194.8% | $149,717-7.2% | $74,440+86.6% |
| Participation rate | 53.3% | 63.4%-10.1pp | 78.8%-25.5pp | 70.7%-17.4pp |
| Annual return | 18.01% | 22.75%-4.7pp | 134.41%-116.4pp | 34.37%-16.4pp |
| Employer contribution / active EE | $5,391 | $1,906+182.9% | $4,820+11.9% | $2,638+104.4% |
| Participant deferral / active EE | $4,572 | $2,728+67.6% | $5,682-19.5% | $4,529+1.0% |
| Admin fee / account holder | $40 | $343-88.4% | $13,213-99.7% | $348-88.6% |