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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 · EIN 81-3968784 | Other Fees | $13,058 |
Filed as: VOYA INSURANCE & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $6,350 |
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 | $49,041 | $49,896-1.7% | $80,627-39.2% | $75,173-34.8% |
| Participation rate | 98.4% | 55.3%+43.1pp | 67.0%+31.4pp | 67.2%+31.2pp |
| Annual return | 9.06% | 34.67%-25.6pp | 936.76%-927.7pp | 160.72%-151.7pp |
| Employer contribution / active EE | $2,905 | $1,699+71.0% | $2,723+6.7% | $2,671+8.8% |
| Participant deferral / active EE | $2,118 | $2,992-29.2% | $4,443-52.3% | $4,126-48.7% |
| Admin fee / account holder | $74 | $3,578-97.9% | $5,381-98.6% | $5,651-98.7% |