Filed April 13, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ BENEFITS & INSURANCE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $5,140 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,259 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,588 | $52,406+11.8% | $129,207-54.7% | $74,495-21.4% |
| Participation rate | 64.7% | 53.8%+10.9pp | 69.6%-4.9pp | 67.2%-2.5pp |
| Annual return | 14.53% | 15.66%-1.1pp | 9417.33%-9402.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,516 | $1,531-0.9% | $4,153-63.5% | $2,623-42.2% |
| Participant deferral / active EE | $3,205 | $2,794+14.7% | $4,168-23.1% | $4,346-26.2% |
| Admin fee / account holder | $25 | $2,633-99.1% | $7,715-99.7% | $1,942-98.7% |