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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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,178 | $50,192+11.9% | $108,359-48.2% | $64,728-13.2% |
| Participation rate | 67.2% | 41.8%+25.4pp | 70.1%-2.9pp | 57.9%+9.3pp |
| Annual return | 11.20% | 14.22%-3.0pp | 36.89%-25.7pp | 49.38%-38.2pp |
| Employer contribution / active EE | $1,386 | $1,117+24.1% | $2,399-42.2% | $2,243-38.2% |
| Participant deferral / active EE | $1,480 | $1,676-11.7% | $4,137-64.2% | $2,729-45.8% |
| Admin fee / account holder | $341 | $2,161-84.2% | $9,741-96.5% | $1,145-70.3% |