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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 99 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Other Fees | $13,033 |
Filed as: CBIZ INVESTMENT ADVISORY Service code 27 6050 OAK TREE BLVD · CLEVELAND, OH 44131 | Advisory (Plan) | $12,228 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $8,283 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,980 | $73,978-37.8% | $96,515-52.4% | $75,173-38.8% |
| Participation rate | 97.2% | 66.4%+30.8pp | 74.3%+22.9pp | 67.2%+30.0pp |
| Annual return | 17.38% | 26.72%-9.3pp | 35.73%-18.3pp | 160.72%-143.3pp |
| Employer contribution / active EE | $3,523 | $2,931+20.2% | $3,740-5.8% | $2,671+31.9% |
| Participant deferral / active EE | $8,309 | $3,660+127.0% | $4,880+70.3% | $4,126+101.4% |
| Admin fee / account holder | $422 | $5,219-91.9% | $6,735-93.7% | $5,651-92.5% |