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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 | $101,672-53.2% | $147,117-67.6% | $74,478-36.1% |
| Participation rate | 79.5% | 75.5%+4.0pp | 82.2%-2.6pp | 67.2%+12.3pp |
| Annual return | 15.71% | 8757.83%-8742.1pp | 420.54%-404.8pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $2,359 | $3,813-38.1% | $4,932-52.2% | $2,626-10.2% |
| Participant deferral / active EE | $6,745 | $7,305-7.7% | $8,065-16.4% | $4,350+55.0% |
| Admin fee / account holder | $106 | $1,753-94.0% | $12,993-99.2% | $1,946-94.6% |