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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $32,571 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,436 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,286 | $69,708+75.4% | $67,560+81.0% | $74,478+64.2% |
| Participation rate | 94.2% | 71.4%+22.8pp | 72.9%+21.3pp | 67.2%+27.0pp |
| Annual return | 15.37% | -40.67%+56.0pp | 3533.50%-3518.1pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $5,468 | $2,715+101.4% | $2,737+99.8% | $2,626+108.2% |
| Participant deferral / active EE | $10,570 | $3,637+190.6% | $4,004+164.0% | $4,350+143.0% |
| Admin fee / account holder | $410 | $887-53.8% | $3,994-89.7% | $1,946-79.0% |