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: VOYA RETIREMENT INS & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $59,750 |
Filed as: CBIZ BENEFITS & INS SERVICES Service code 49 4615 SOUTHWEST FWY, FL 3 · HOUSTON, TX 77027 | Other Services | $25,502 |
Filed as: CBIZ INVESTMENT ADVISORY Service code 26 · EIN 81-3968784 | Advisory (Participants) | $16,812 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,126 | $79,700-63.5% | $153,643-81.0% | $74,459-60.9% |
| Participation rate | 70.1% | 69.8%+0.3pp | 77.1%-6.9pp | 67.2%+2.9pp |
| Annual return | 10.03% | 15.07%-5.0pp | 15.71%-5.7pp | 1369.70%-1359.7pp |
| Employer contribution / active EE | $2,457 | $4,016-38.8% | $5,039-51.2% | $2,626-6.4% |
| Participant deferral / active EE | $3,364 | $5,315-36.7% | $6,754-50.2% | $4,350-22.7% |
| Admin fee / account holder | $467 | $1,790-73.9% | $12,739-96.3% | $1,945-76.0% |