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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 · EIN 81-3968784 | Other Fees | $7,760 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 99 · EIN 31-1582098 | Other Fees | $6,336 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,227 | $93,182-80.4% | $146,647-87.6% | $79,389-77.0% |
| Participation rate | 85.0% | 76.4%+8.6pp | 80.1%+5.0pp | 70.7%+14.3pp |
| Annual return | 26.08% | 21.61%+4.5pp | 22.75%+3.3pp | 116.89%-90.8pp |
| Employer contribution / active EE | $1,950 | $2,420-19.4% | $4,137-52.9% | $2,428-19.7% |
| Participant deferral / active EE | $1,576 | $4,169-62.2% | $5,506-71.4% | $4,046-61.1% |
| Admin fee / account holder | $18 | $585-97.0% | $10,281-99.8% | $626-97.2% |