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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 · EIN 11-1000111 | Other Fees | $46,177 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 | Other Services | $6,132 |
Filed as: CBIZ BENEFITS AND INS SERVICES Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,764 | $62,686-55.7% | $178,505-84.4% | $77,762-64.3% |
| Participation rate | 94.9% | 66.9%+28.0pp | 77.1%+17.8pp | 70.6%+24.3pp |
| Annual return | 30.18% | 16.16%+14.0pp | 27.16%+3.0pp | 31.27%-1.1pp |
| Employer contribution / active EE | $247 | $1,914-87.1% | $3,955-93.8% | $2,728-91.0% |
| Participant deferral / active EE | $3,368 | $4,224-20.3% | $6,280-46.4% | $4,651-27.6% |
| Admin fee / account holder | $349 | $386-9.7% | $10,428-96.7% | $433-19.4% |