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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 26 · EIN 81-3968784 | Advisory (Participants) | $45,176 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 | Other Services | $26,755 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 · EIN 52-0807416 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,398 | $89,123-56.9% | $102,460-62.5% | $77,762-50.6% |
| Participation rate | 93.7% | 80.9%+12.7pp | 76.5%+17.2pp | 70.6%+23.1pp |
| Annual return | 16.67% | 25.05%-8.4pp | 29.47%-12.8pp | 31.27%-14.6pp |
| Employer contribution / active EE | $1,300 | $2,700-51.9% | $3,025-57.0% | $2,728-52.4% |
| Participant deferral / active EE | $4,045 | $5,148-21.4% | $5,056-20.0% | $4,651-13.0% |
| Admin fee / account holder | $135 | $236-42.6% | $9,460-98.6% | $433-68.7% |