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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 | $45,109+10.6% | $85,240-41.4% | $77,762-35.8% |
| Participation rate | 41.4% | 48.7%-7.3pp | 67.5%-26.1pp | 70.6%-29.2pp |
| Annual return | 14.18% | 79.55%-65.4pp | 66.75%-52.6pp | 31.27%-17.1pp |
| Employer contribution / active EE | $818 | $1,602-48.9% | $2,735-70.1% | $2,728-70.0% |
| Participant deferral / active EE | $2,411 | $2,814-14.3% | $4,527-46.7% | $4,651-48.2% |
| Admin fee / account holder | $381 | $915-58.3% | $6,165-93.8% | $433-11.9% |