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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $40,311 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 26 · EIN 52-1396995 | Advisory (Participants) | $20,176 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 16 · EIN 31-1582098 | Consulting | $2,920 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,339 | $52,293-32.4% | $178,503-80.2% | $73,412-51.9% |
| Participation rate | 27.6% | 65.3%-37.7pp | 81.9%-54.3pp | 72.2%-44.6pp |
| Annual return | 3.13% | 34.75%-31.6pp | 151.12%-148.0pp | 59.30%-56.2pp |
| Employer contribution / active EE | $496 | $1,736-71.4% | $5,011-90.1% | $2,234-77.8% |
| Participant deferral / active EE | $1,496 | $2,333-35.9% | $5,202-71.3% | $3,806-60.7% |
| Admin fee / account holder | $292 | $127+129.5% | $13,987-97.9% | $158+85.1% |