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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $26,389 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 · EIN 81-3968774 | Other Fees | $14,787 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 · EIN 31-1582098 | Other Services | $3,109 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,362 | $102,422-47.9% | $147,117-63.7% | $80,959-34.1% |
| Participation rate | 38.5% | 75.9%-37.4pp | 82.2%-43.7pp | 67.7%-29.2pp |
| Annual return | 8.07% | 135.16%-127.1pp | 420.54%-412.5pp | 35.67%-27.6pp |
| Employer contribution / active EE | $1,107 | $3,717-70.2% | $4,932-77.6% | $2,757-59.9% |
| Participant deferral / active EE | $2,326 | $6,652-65.0% | $8,065-71.2% | $4,300-45.9% |
| Admin fee / account holder | $225 | $7,953-97.2% | $12,993-98.3% | $6,925-96.8% |