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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 49 4722 NORTH 24TH STREET, SUITE 300 · PHOENIX, AZ 85016 | Other Services | $6,601 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,027 | $44,734-50.8% | $99,470-77.9% | $67,579-67.4% |
| Participation rate | 10.9% | 66.2%-55.3pp | 73.8%-63.0pp | 71.3%-60.4pp |
| Annual return | 114.43% | 32.45%+82.0pp | 30.72%+83.7pp | 378.56%-264.1pp |
| Employer contribution / active EE | $0 | $1,261-100.0% | $2,540-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $737 | $2,731-73.0% | $3,619-79.6% | $3,539-79.2% |
| Admin fee / account holder | $330 | $120+176.0% | $6,252-94.7% | $142+132.0% |