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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968784 | Advisory (Participants) | $22,511 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $5,730 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $544 |
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 | $36,336 | $38,967-6.8% | $86,233-57.9% | $79,634-54.4% |
| Participation rate | 97.1% | 34.1%+63.0pp | 69.0%+28.0pp | 62.5%+34.6pp |
| Annual return | 5.68% | 49.90%-44.2pp | 61.39%-55.7pp | 36.46%-30.8pp |
| Employer contribution / active EE | $4,313 | $868+396.7% | $2,504+72.2% | $2,529+70.6% |
| Participant deferral / active EE | $1,019 | $1,663-38.7% | $4,559-77.7% | $3,835-73.4% |
| Admin fee / account holder | $152 | $2,660-94.3% | $8,342-98.2% | $1,002-84.9% |