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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,804 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $26,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,503 | $55,437-12.5% | $155,534-68.8% | $74,459-34.9% |
| Participation rate | 67.7% | 61.9%+5.8pp | 78.2%-10.5pp | 67.2%+0.5pp |
| Annual return | 24.25% | 269.58%-245.3pp | 64.92%-40.7pp | 1369.70%-1345.5pp |
| Employer contribution / active EE | $1,718 | $2,266-24.2% | $4,675-63.3% | $2,626-34.6% |
| Participant deferral / active EE | $4,160 | $2,837+46.6% | $5,630-26.1% | $4,350-4.4% |
| Admin fee / account holder | $383 | $1,742-78.0% | $15,900-97.6% | $1,945-80.3% |