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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $114,009 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 | Other Fees | $32,562 |
Filed as: SMITH ELLIOTT KEARNS & COMPANY, LLC Service code 99 · EIN 52-0783935 | Other Fees | $17,500 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 4615 SOUTHWEST FWY FL3 · HOUTSON, TX 77027 | Other Services | $12,174 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 | Other Services | $8,432 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 26 · EIN 81-3968784 | Advisory (Participants) | $9 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,178 | $56,047+0.2% | $98,716-43.1% | $79,634-29.5% |
| Participation rate | 67.2% | 54.6%+12.6pp | 69.3%-2.1pp | 62.5%+4.7pp |
| Annual return | 11.20% | 17.58%-6.4pp | 31.81%-20.6pp | 36.46%-25.3pp |
| Employer contribution / active EE | $1,386 | $1,237+12.1% | $2,279-39.2% | $2,529-45.2% |
| Participant deferral / active EE | $1,480 | $2,469-40.0% | $4,048-63.4% | $3,835-61.4% |
| Admin fee / account holder | $341 | $1,512-77.5% | $8,703-96.1% | $1,002-66.0% |