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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,499 |
Filed as: CBIZ CPAS PC Service code 10 · EIN 43-1947695 | Accounting | $30,450 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,609 | $102,317-46.6% | $146,958-62.8% | $80,856-32.5% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.2%+15.6pp | 67.6%+30.2pp |
| Annual return | 11.09% | 134.76%-123.7pp | 418.34%-407.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,020 | $3,713-18.7% | $4,933-38.8% | $2,755+9.6% |
| Participant deferral / active EE | $4,128 | $6,644-37.9% | $8,070-48.9% | $4,296-3.9% |
| Admin fee / account holder | $416 | $7,941-94.8% | $12,998-96.8% | $6,918-94.0% |