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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,624 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 6050 OAK TREE BLVD, SUITE 500 · CLEVELAND, OH 44131 | Advisory (Plan) | $0 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY, SUITE B-60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,858 | $50,106-60.4% | $69,779-71.5% | $57,658-65.6% |
| Participation rate | 85.3% | 70.9%+14.4pp | 71.8%+13.4pp | 70.2%+15.0pp |
| Annual return | 10.44% | 14.58%-4.1pp | 12.99%-2.5pp | 5.13%+5.3pp |
| Employer contribution / active EE | $1,526 | $1,739-12.2% | $2,338-34.7% | $1,974-22.7% |
| Participant deferral / active EE | $1,947 | $2,486-21.7% | $2,931-33.6% | $3,061-36.4% |
| Admin fee / account holder | $9 | $89-89.8% | $4,381-99.8% | $95-90.4% |