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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 99 | Other Fees | $29,850 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 | Other Services | $11,092 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968784 6050 OAK TREE BLVD S SUITE 500 · CINCINNATI, OH 19860 | Advisory (Participants) | $105 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 4615 SOUTHWEST FWY, FLOOR 3 · HOUSTON, TX 77027 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,095 | $107,421-18.0% | $182,262-51.7% | $94,015-6.3% |
| Participation rate | 80.9% | 77.8%+3.1pp | 84.2%-3.4pp | 70.8%+10.0pp |
| Annual return | 3.44% | 21.32%-17.9pp | 140.60%-137.2pp | 17.84%-14.4pp |
| Employer contribution / active EE | $1,982 | $3,448-42.5% | $5,046-60.7% | $2,790-29.0% |
| Participant deferral / active EE | $7,554 | $6,558+15.2% | $8,276-8.7% | $4,249+77.8% |
| Admin fee / account holder | $473 | $8,692-94.6% | $16,712-97.2% | $8,951-94.7% |