Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $40,566-10.4% | $96,754-62.4% | $64,728-43.9% |
| Participation rate | 97.1% | 24.8%+72.2pp | 70.3%+26.8pp | 57.9%+39.2pp |
| Annual return | 5.68% | 93.20%-87.5pp | 82.04%-76.4pp | 49.38%-43.7pp |
| Employer contribution / active EE | $4,313 | $808+433.9% | $2,679+61.0% | $2,243+92.3% |
| Participant deferral / active EE | $1,019 | $933+9.2% | $4,758-78.6% | $2,729-62.7% |
| Admin fee / account holder | $152 | $2,770-94.5% | $8,905-98.3% | $1,145-86.8% |