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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 | Other Fees | $8,467 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 99 · EIN 31-1582098 | Other Fees | $6,912 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $90 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $90 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 99 · EIN 81-3968784 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE ANNUITY C Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,928 | $81,870-75.7% | $119,634-83.3% | $68,490-70.9% |
| Participation rate | 91.3% | 71.9%+19.4pp | 79.3%+12.0pp | 67.9%+23.4pp |
| Annual return | -15.09% | -23.82%+8.7pp | -14.98%-0.1pp | -7.85%-7.2pp |
| Employer contribution / active EE | $2,363 | $2,692-12.2% | $4,232-44.2% | $2,597-9.0% |
| Participant deferral / active EE | $2,061 | $4,148-50.3% | $5,601-63.2% | $4,028-48.8% |
| Admin fee / account holder | $57 | $6,583-99.1% | $10,329-99.4% | $5,403-98.9% |