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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 | $69,745+75.3% | $67,511+81.1% | $74,546+64.0% |
| Participation rate | 94.2% | 71.3%+22.9pp | 72.9%+21.3pp | 67.2%+27.0pp |
| Annual return | 15.37% | -40.37%+55.7pp | 3517.41%-3502.0pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $5,468 | $2,705+102.1% | $2,733+100.1% | $2,624+108.3% |
| Participant deferral / active EE | $10,570 | $3,636+190.7% | $4,000+164.2% | $4,347+143.1% |
| Admin fee / account holder | $410 | $894-54.2% | $3,999-89.8% | $1,944-78.9% |