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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $74,751 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,380 |
Filed as: BOBER MARKEY FEDOROVICH Service code 10 · EIN 34-1523030 | Accounting | $18,000 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,705 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,762 | $87,013-38.2% | $106,213-49.4% | $80,856-33.5% |
| Participation rate | 24.0% | 70.4%-46.4pp | 75.3%-51.3pp | 67.6%-43.6pp |
| Annual return | 14.81% | 17.05%-2.2pp | 116.14%-101.3pp | 35.59%-20.8pp |
| Employer contribution / active EE | $283 | $2,395-88.2% | $3,171-91.1% | $2,755-89.7% |
| Participant deferral / active EE | $2,498 | $3,986-37.3% | $5,016-50.2% | $4,296-41.8% |
| Admin fee / account holder | $395 | $8,431-95.3% | $11,033-96.4% | $6,918-94.3% |