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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 | $55,472-12.6% | $155,567-68.8% | $74,546-34.9% |
| Participation rate | 67.7% | 61.9%+5.8pp | 78.2%-10.5pp | 67.2%+0.5pp |
| Annual return | 24.25% | 268.72%-244.5pp | 64.74%-40.5pp | 1366.03%-1341.8pp |
| Employer contribution / active EE | $1,718 | $2,269-24.3% | $4,674-63.2% | $2,624-34.5% |
| Participant deferral / active EE | $4,160 | $2,838+46.6% | $5,628-26.1% | $4,347-4.3% |
| Admin fee / account holder | $383 | $1,743-78.0% | $15,916-97.6% | $1,944-80.3% |