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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY Service code 16 · EIN 81-3968784 | Consulting | $8,716 |
Service code 37 · EIN 35-0145825 | Loan Processing | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,546 | $62,132+24.8% | $185,861-58.3% | $73,497+5.5% |
| Participation rate | 61.8% | 67.8%-6.0pp | 78.0%-16.2pp | 70.7%-8.8pp |
| Annual return | 12.54% | 20.44%-7.9pp | 35.96%-23.4pp | 28.51%-16.0pp |
| Employer contribution / active EE | $1,824 | $1,681+8.5% | $4,088-55.4% | $2,270-19.7% |
| Participant deferral / active EE | $4,534 | $3,711+22.2% | $5,634-19.5% | $3,740+21.2% |
| Admin fee / account holder | $43 | $419-89.8% | $9,503-99.5% | $513-91.6% |