1 critical issue
C.H. Robinson Company, Inc.
41-1956721· Eden Prairie, MN· Fidelity· 2025 filing· vs 25 plans your size
B
0/100
Overall grade
Solid plan with a few things to improve.
B
Fees
B
Financial Wellness
A
Plan design
D
Compliance
Fees
Your plan pays around 4 bps of assets per year. Similar plans pay around 10 bps. Your plan is cheaper than about 84% of similar plans.
cheaper16th percentilepricier
Financial Wellness
Strong savings. Employees put away $8,641/employee a year. That's more than 77% of similar plans.
lower77th percentilehigher
Plan design
Covers the basics. A few high-impact features are missing.
Employer match
The plan matches employee contributions, the single strongest driver of participation and savings.
Profit sharing
The employer also makes profit-sharing contributions on top of the match.
Automatic enrollment
New hires are enrolled by default. Plans with auto-enroll see much higher participation.
Safe harbor not reported
The filing does not establish whether this plan uses a safe harbor design, so it does not affect the grade.
Default investment (QDIA)
Employees who never pick investments land in a sensible default, usually a target-date fund, instead of cash.
Brokerage window
Employees can invest beyond the core fund menu through a self-directed brokerage account.
Compliance & health
1 critical issue on the latest filing. These need attention.
Required benefit distribution not paid
The plan failed to pay out benefits on time, which can carry penalties owed to the affected employees.
Fidelity bond below 10% of BOY assets, ERISA 412 violation
The reported ERISA fidelity bond is below the 10%-of-assets guideline based on beginning-of-year assets. Fast-growing plans can look under-bonded on paper; confirm against the plan's current bond coverage.
Failed to pay benefits
The plan failed to pay out benefits on time, which can carry penalties owed to the affected employees.
Compare
How does C.H. Robinson Company, Inc. stack up against another company?
Search a competitor to see the two report cards side by side.
Prefer to use your EIN?
Recordkeeper
Fidelity
No provider notes available.
Key insights
- Strongest area: plan design. Covers the basics. A few high-impact features are missing.
- Best place to improve: compliance & health. 1 critical issue on the latest filing. These need attention.
Ask about your plan
Grounded in your Form 5500 data
Live
Try asking:
Shift+Enter for new line · Enter to send