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| Provider | Service type | Compensation |
|---|---|---|
DAILY ACCESS CORPORATION1+ years Filed as: DAILY ACCESS Service code 15 · EIN 63-1156117 307 UNIVERSITY BOULEVARD NORTH · MOBILE, AL 36688 | Recordkeeping | $26,653 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 26 · EIN 52-1396995 6050 OAK TREE BLVD, SUITE 500 · CLEVELAND, OH 44131 | Advisory (Participants) | $15,803 |
NORTON ROSE FULBRIGHT1+ years Filed as: NORTON RETIREMENT SERVICES,INC. Service code 13 · EIN 86-1009405 PO BOX 6450 · GLENDALE, AZ 85312 | Contract Administrator | $8,463 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,345 | $36,916-61.1% | $156,551-90.8% | $57,658-75.1% |
| Participation rate | 69.6% | 63.4%+6.2pp | 84.0%-14.4pp | 70.2%-0.6pp |
| Annual return | 1.78% | 12.38%-10.6pp | 32.23%-30.4pp | 5.13%-3.4pp |
| Employer contribution / active EE | $896 | $1,571-42.9% | $5,501-83.7% | $1,974-54.6% |
| Participant deferral / active EE | $2,264 | $1,926+17.6% | $4,871-53.5% | $3,061-26.0% |
| Admin fee / account holder | $139 | $82+68.0% | $13,028-98.9% | $95+46.6% |