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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 23-1700844 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $5,320 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,840 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 6050 OAK TREE BLVD, SUITE 500 · CLEVELAND, OH 44131 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,222 | $48,261-54.0% | $68,612-67.6% | $55,725-60.1% |
| Participation rate | 83.5% | 71.0%+12.5pp | 72.2%+11.3pp | 70.9%+12.6pp |
| Annual return | -6.66% | -2.61%-4.1pp | -4.63%-2.0pp | 244.93%-251.6pp |
| Employer contribution / active EE | $1,782 | $1,742+2.3% | $2,625-32.1% | $2,078-14.3% |
| Participant deferral / active EE | $2,470 | $2,712-8.9% | $3,311-25.4% | $3,356-26.4% |
| Admin fee / account holder | $111 | $126-12.4% | $5,131-97.8% | $115-4.0% |