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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERV LLC Service code 99 | Other Fees | $24,834 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $10,986 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 26 · EIN 81-3968784 | Advisory (Participants) | $445 |
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 | $157,823 | $101,591+55.4% | $147,096+7.3% | $74,429+112.0% |
| Participation rate | 93.0% | 75.5%+17.5pp | 82.2%+10.9pp | 67.2%+25.8pp |
| Annual return | 22.47% | 8746.45%-8724.0pp | 419.75%-397.3pp | 1368.38%-1345.9pp |
| Employer contribution / active EE | $2,435 | $3,813-36.1% | $4,936-50.7% | $2,625-7.2% |
| Participant deferral / active EE | $7,665 | $7,302+5.0% | $8,071-5.0% | $4,348+76.3% |
| Admin fee / account holder | $458 | $1,750-73.8% | $13,005-96.5% | $1,944-76.5% |