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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 99 | Other Fees | $25,848 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY, FL 3 · HOUSTON, TX 77027 | Other Services | $8,145 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968784 | Advisory (Participants) | $87 |
9 funds of $250K or more; 28 lines in all, holding $9.4M of the plan's $10.0M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Index Solution 2025 Portfolio Class Z Voya · Mutual fund Index | $1.4M | 15.4% |
| Voya Index Solution 2040 Portfolio Class Z Voya · Mutual fund Index | $1.3M | 14.0% |
| Voya Index Solution 2035 Portfolio Class Z Voya · Mutual fund Index | $1.2M | 12.4% |
| Voya Index Solution 2030 Portfolio Class Z Voya · Mutual fund Index | $1.2M | 12.4% |
| Voya Index Solution 2050 Portfolio Class Z Voya · Mutual fund Index | $946K | 10.1% |
| Voya Index Solution Income Portfolio Class Z Voya · Mutual fund Index | $822K | 8.8% |
| Voya Index Solution 2045 Portfolio Class Z Voya · Mutual fund Index | $780K | 8.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $588K | 6.3% |
| Voya Index Solution 2055 Portfolio Class Z Voya · Mutual fund Index | $262K | 2.8% |
| Voya Intermediate Bond Fund Class R6 Voya · Mutual fund | $194K | 2.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.