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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 26 · EIN 81-3968784 | Advisory (Participants) | $34,146 |
Service code 10 4810 LA JOLLA DRIVE, SUITE 300 · LA JOLLA, CA 92037 | Accounting | $9,000 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $3,963 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,701 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,002 | $95,417-61.2% | $135,974-72.8% | $74,460-50.3% |
| Participation rate | 78.9% | 78.2%+0.7pp | 81.9%-3.0pp | 70.7%+8.2pp |
| Annual return | 24.20% | 32.76%-8.6pp | 68.30%-44.1pp | 34.38%-10.2pp |
| Employer contribution / active EE | $1,933 | $3,878-50.1% | $4,859-60.2% | $2,638-26.7% |
| Participant deferral / active EE | $5,224 | $7,789-32.9% | $7,760-32.7% | $4,530+15.3% |
| Admin fee / account holder | $64 | $266-76.1% | $10,767-99.4% | $348-81.7% |