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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ B & I SERVICES, INC Service code 99 · EIN 31-1582098 | Other Fees | $19,731 |
Filed as: CBIZ INV. ADVISORY SERVICES, LLC Service code 99 | Other Fees | $19,027 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 | Other Services | $2,927 |
Filed as: CBIZ B & I SERVICES, INC. Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $0 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICE Service code 99 · EIN 81-3968784 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,598 | $79,209-24.8% | $102,434-41.8% | $74,459-20.0% |
| Participation rate | 83.3% | 74.8%+8.6pp | 76.5%+6.8pp | 67.2%+16.1pp |
| Annual return | 9.56% | 54.98%-45.4pp | 29.46%-19.9pp | 1369.70%-1360.1pp |
| Employer contribution / active EE | $575 | $2,362-75.7% | $3,023-81.0% | $2,626-78.1% |
| Participant deferral / active EE | $2,656 | $4,417-39.9% | $5,055-47.5% | $4,350-38.9% |
| Admin fee / account holder | $390 | $2,002-80.5% | $9,462-95.9% | $1,945-79.9% |