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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS Service code 99 · EIN 52-1396995 | Other Fees | $6,086 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,750 | $89,652-72.4% | $141,191-82.5% | $65,185-62.0% |
| Participation rate | 60.0% | 74.7%-14.7pp | 82.5%-22.5pp | 70.2%-10.2pp |
| Annual return | 30.16% | 32.79%-2.6pp | 71.41%-41.2pp | 29.38%+0.8pp |
| Employer contribution / active EE | $733 | $3,065-76.1% | $4,736-84.5% | $2,177-66.3% |
| Participant deferral / active EE | $4,269 | $5,691-25.0% | $6,710-36.4% | $3,514+21.5% |
| Admin fee / account holder | $30 | $569-94.8% | $10,264-99.7% | $847-96.5% |