Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY Service code 26 · EIN 81-3968784 | Advisory (Participants) | $18,193 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,277 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,364 | $102,661-37.3% | $151,628-57.6% | $66,930-3.8% |
| Participation rate | 69.5% | 85.5%-16.0pp | 87.5%-18.0pp | 69.8%-0.3pp |
| Annual return | -9.62% | -10.81%+1.2pp | 3.34%-13.0pp | 1.57%-11.2pp |
| Employer contribution / active EE | $1,836 | $4,184-56.1% | $6,165-70.2% | $2,545-27.9% |
| Participant deferral / active EE | $6,348 | $6,645-4.5% | $8,363-24.1% | $4,238+49.8% |
| Admin fee / account holder | $123 | $630-80.4% | $11,613-98.9% | $593-79.2% |