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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 26 · EIN 81-3968784 | Advisory (Participants) | $37,859 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 | Other Services | $21,975 |
CBIZ RETIREMENT PLAN SERVICES9+ 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 |
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 | $36,706 | $99,201-63.0% | $96,544-62.0% | $74,473-50.7% |
| Participation rate | 90.5% | 80.7%+9.8pp | 76.0%+14.5pp | 70.7%+19.7pp |
| Annual return | 19.14% | 22.40%-3.3pp | 25.88%-6.7pp | 34.36%-15.2pp |
| Employer contribution / active EE | $1,152 | $2,570-55.2% | $2,966-61.2% | $2,638-56.3% |
| Participant deferral / active EE | $3,616 | $4,938-26.8% | $4,851-25.5% | $4,530-20.2% |
| Admin fee / account holder | $118 | $225-47.6% | $8,254-98.6% | $347-66.1% |