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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 99 | Other Fees | $22,614 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 · EIN 52-0807416 | Other Services | $2,870 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968784 | Advisory (Participants) | $1,802 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,910 | $45,031+10.8% | $85,009-41.3% | $77,671-35.7% |
| Participation rate | 41.4% | 48.7%-7.3pp | 67.5%-26.1pp | 70.6%-29.2pp |
| Annual return | 14.18% | 79.22%-65.0pp | 66.47%-52.3pp | 31.21%-17.0pp |
| Employer contribution / active EE | $818 | $1,609-49.2% | $2,728-70.0% | $2,726-70.0% |
| Participant deferral / active EE | $2,411 | $2,807-14.1% | $4,522-46.7% | $4,648-48.1% |
| Admin fee / account holder | $381 | $912-58.2% | $6,153-93.8% | $430-11.4% |