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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 | $106,749-17.5% | $145,433-39.4% | $82,448+6.8% |
| Participation rate | 80.9% | 75.6%+5.2pp | 82.1%-1.3pp | 68.1%+12.8pp |
| Annual return | 3.44% | 27.59%-24.2pp | 66.58%-63.1pp | 41.64%-38.2pp |
| Employer contribution / active EE | $1,982 | $3,444-42.5% | $4,554-56.5% | $2,551-22.3% |
| Participant deferral / active EE | $7,554 | $6,519+15.9% | $7,897-4.4% | $4,139+82.5% |
| Admin fee / account holder | $473 | $8,390-94.4% | $13,129-96.4% | $7,234-93.5% |