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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 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,440 | $50,815-49.9% | $155,509-83.6% | $77,643-67.2% |
| Participation rate | 54.1% | 63.1%-9.0pp | 78.2%-24.1pp | 70.6%-16.5pp |
| Annual return | 10.95% | 34.80%-23.9pp | 64.67%-53.7pp | 31.24%-20.3pp |
| Employer contribution / active EE | $432 | $1,993-78.3% | $4,672-90.7% | $2,726-84.1% |
| Participant deferral / active EE | $1,118 | $2,822-60.4% | $5,626-80.1% | $4,647-75.9% |
| Admin fee / account holder | $67 | $437-84.8% | $15,912-99.6% | $430-84.5% |