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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 26 · EIN 81-3968784 | Advisory (Participants) | $32,976 |
Service code 10 4810 LA JOLLA DRIVE, SUITE 300 · LA JOLLA, CA 92037 | Accounting | $16,175 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,640 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $5,576 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,611 | $101,591-53.1% | $147,096-67.6% | $74,429-36.0% |
| Participation rate | 79.5% | 75.5%+4.0pp | 82.2%-2.6pp | 67.2%+12.3pp |
| Annual return | 15.71% | 8746.45%-8730.7pp | 419.75%-404.0pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $2,359 | $3,813-38.1% | $4,936-52.2% | $2,625-10.1% |
| Participant deferral / active EE | $6,745 | $7,302-7.6% | $8,071-16.4% | $4,348+55.1% |
| Admin fee / account holder | $106 | $1,750-94.0% | $13,005-99.2% | $1,944-94.6% |