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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 | Other Fees | $9,977 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 99 · EIN 31-1582098 | Other Fees | $6,912 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $256 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $256 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 99 · EIN 81-3968784 | Other Fees | $0 |
Filed as: VOYA RETIREMENT AND ANNUITY COMPANY 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 | $24,126 | $91,536-73.6% | $130,062-81.5% | $75,177-67.9% |
| Participation rate | 96.9% | 71.5%+25.5pp | 78.5%+18.4pp | 67.2%+29.7pp |
| Annual return | 14.80% | -631.62%+646.4pp | -137.37%+152.2pp | 160.75%-145.9pp |
| Employer contribution / active EE | $3,779 | $2,845+32.8% | $4,322-12.6% | $2,671+41.5% |
| Participant deferral / active EE | $3,433 | $4,343-21.0% | $5,821-41.0% | $4,126-16.8% |
| Admin fee / account holder | $42 | $6,780-99.4% | $10,601-99.6% | $5,651-99.3% |