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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ Service code 10 · EIN 22-2769024 | Accounting | $340,177 |
Service code 37 · EIN 04-2647786 | Loan Processing | $68,165 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,797 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,658 | $131,639-66.8% | $112,040-61.0% | $103,975-58.0% |
| Participation rate | 94.8% | 88.3%+6.5pp | 76.5%+18.4pp | 72.5%+22.3pp |
| Annual return | 29.76% | 14.57%+15.2pp | 24.52%+5.2pp | 19.41%+10.4pp |
| Employer contribution / active EE | $2,814 | $3,865-27.2% | $2,954-4.8% | $3,722-24.4% |
| Participant deferral / active EE | $7,651 | $6,986+9.5% | $5,098+50.1% | $5,343+43.2% |
| Admin fee / account holder | $198 | $134+47.4% | $12,098-98.4% | $332-40.5% |