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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 23-1700844 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $18,620 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,179 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 6050 OAK TREE BLVD, SUITE 500 · CLEVELAND, OH 44131 | 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 | $23,507 | $53,925-56.4% | $75,501-68.9% | $69,631-66.2% |
| Participation rate | 85.2% | 71.2%+14.0pp | 72.4%+12.8pp | 70.7%+14.5pp |
| Annual return | 15.83% | 17.84%-2.0pp | 27.35%-11.5pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $1,660 | $1,802-7.9% | $2,352-29.4% | $2,032-18.3% |
| Participant deferral / active EE | $2,081 | $2,569-19.0% | $3,142-33.8% | $3,224-35.5% |
| Admin fee / account holder | $58 | $97-40.6% | $5,801-99.0% | $110-47.8% |