Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES8+ years Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 | Other Services | $34,152 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 99 | Other Fees | $23,703 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 4615 SOUTHWEST FWY, FLOOR 3 · HOUSTON, TX 77027 | Other Services | $0 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 · EIN 81-3968784 6050 OAK TREE BLVD S SUITE 500 · CINCINNATI, OH 19860 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,608 | $93,598-26.7% | $135,974-49.5% | $75,173-8.7% |
| Participation rate | 73.2% | 75.2%-2.0pp | 81.9%-8.7pp | 67.2%+6.0pp |
| Annual return | 6.13% | 30.89%-24.8pp | 68.30%-62.2pp | 160.72%-154.6pp |
| Employer contribution / active EE | $1,723 | $3,538-51.3% | $4,859-64.5% | $2,671-35.5% |
| Participant deferral / active EE | $6,251 | $6,405-2.4% | $7,760-19.5% | $4,126+51.5% |
| Admin fee / account holder | $216 | $6,978-96.9% | $10,767-98.0% | $5,651-96.2% |