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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 | $69,774+75.3% | $67,561+81.0% | $74,429+64.3% |
| Participation rate | 94.2% | 71.4%+22.9pp | 72.9%+21.3pp | 67.2%+27.0pp |
| Annual return | 15.37% | -40.53%+55.9pp | 3525.44%-3510.1pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $5,468 | $2,710+101.7% | $2,735+99.9% | $2,625+108.3% |
| Participant deferral / active EE | $10,570 | $3,636+190.7% | $4,003+164.0% | $4,348+143.1% |
| Admin fee / account holder | $410 | $890-54.0% | $4,006-89.8% | $1,944-78.9% |