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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 · EIN 11-1000111 | Other Fees | $32,496 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 | Other Services | $6,517 |
Filed as: CBIZ BENEFITS AND INS SERVICES Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,151 | $56,638-60.9% | $169,390-86.9% | $74,460-70.3% |
| Participation rate | 94.6% | 67.5%+27.1pp | 77.2%+17.5pp | 70.7%+23.9pp |
| Annual return | 19.24% | 24.75%-5.5pp | 406.07%-386.8pp | 34.38%-15.1pp |
| Employer contribution / active EE | $543 | $2,027-73.2% | $4,013-86.5% | $2,638-79.4% |
| Participant deferral / active EE | $2,917 | $4,223-30.9% | $6,222-53.1% | $4,530-35.6% |
| Admin fee / account holder | $237 | $307-22.7% | $9,015-97.4% | $348-31.9% |