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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 26 · EIN 81-3968784 | Advisory (Participants) | $30,226 |
Service code 10 4810 LA JOLLA DRIVE, SUITE 300 · LA JOLLA, CA 92037 | Accounting | $13,950 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $3,464 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,926 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,902 | $84,493-62.2% | $125,381-74.6% | $66,938-52.3% |
| Participation rate | 72.4% | 76.4%-4.0pp | 82.4%-10.0pp | 69.8%+2.6pp |
| Annual return | -18.07% | -8.49%-9.6pp | 572.31%-590.4pp | 1.58%-19.6pp |
| Employer contribution / active EE | $1,730 | $3,554-51.3% | $4,815-64.1% | $2,545-32.0% |
| Participant deferral / active EE | $4,820 | $6,783-28.9% | $7,448-35.3% | $4,238+13.7% |
| Admin fee / account holder | $94 | $685-86.3% | $10,007-99.1% | $594-84.2% |