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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 99 · EIN 81-3968774 | Other Fees | $19,899 |
Filed as: SMITH ELLIOT KEARNS AND COMPANY, LL Service code 99 · EIN 52-0783935 | Other Fees | $13,198 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $6,072 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,449 | $105,198-40.6% | $159,455-60.8% | $85,856-27.3% |
| Participation rate | 52.3% | 75.8%-23.5pp | 82.8%-30.6pp | 69.3%-17.0pp |
| Annual return | 13.86% | 45.08%-31.2pp | 263.63%-249.8pp | 318.58%-304.7pp |
| Employer contribution / active EE | $1,512 | $3,319-54.4% | $4,830-68.7% | $2,565-41.1% |
| Participant deferral / active EE | $3,962 | $5,946-33.4% | $7,353-46.1% | $3,952+0.3% |
| Admin fee / account holder | $288 | $6,934-95.8% | $10,800-97.3% | $6,261-95.4% |