Filed April 2, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ BENEFITS & INSURANCE SVCS INC Service code 27 · EIN 31-1582098 2377 CRENSHAW BLVD., STE. 350 · TORRANCE, CA 90501 | Advisory (Plan) | $70,778 |
Filed as: MML INVESTORS SERVICES INC Service code 53 | Insurance Commissions | $37,274 |
Filed as: CBIZ ACI Service code 13 · EIN 31-1582098 | Contract Administrator | $23,800 |
AB FUNDS3 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
ANDREW FAIR, ESQ.4 years Filed as: ANDREW L MOORE Service code 53 4695 MACARTHUR CT STE 1000 · NEWPORT BEACH, CA 92660 | Insurance Commissions | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
FRANKLIN TEMPLETON3 years Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,337 | $81,961-54.4% | $141,200-73.6% | $89,609-58.3% |
| Participation rate | 18.2% | 64.9%-46.7pp | 82.5%-64.3pp | 69.6%-51.4pp |
| Annual return | 35.98% | 36.14%-0.2pp | 71.41%-35.4pp | 33.65%+2.3pp |
| Employer contribution / active EE | $0 | $2,268-100.0% | $4,736-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,059 | $5,316-80.1% | $6,710-84.2% | $4,222-74.9% |
| Admin fee / account holder | $19 | $68-72.1% | $10,265-99.8% | $72-73.5% |