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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 83-4717882 | Other Fees | $7,168 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $7,033 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $4,613 |
Filed as: VENTURE VISIONARY PARTNERS. Service code 27 5520 MONROE STREET · SYLVANIA, OH 43560 | Advisory (Plan) | $3,486 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,998 | $78,607-13.5% | $105,624-35.6% | $74,478-8.7% |
| Participation rate | 89.0% | 72.8%+16.2pp | 75.3%+13.7pp | 67.2%+21.8pp |
| Annual return | 17.53% | 15.96%+1.6pp | 116.20%-98.7pp | 1370.56%-1353.0pp |
| Employer contribution / active EE | $1,851 | $2,523-26.6% | $3,168-41.6% | $2,626-29.5% |
| Participant deferral / active EE | $3,425 | $4,325-20.8% | $5,013-31.7% | $4,350-21.3% |
| Admin fee / account holder | $409 | $2,220-81.6% | $10,961-96.3% | $1,946-79.0% |