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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 99 | Other Fees | $25,898 |
CBIZ RETIREMENT PLAN SERVICES9+ years Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 | Other Services | $9,724 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968784 6050 OAK TREE BLVD S SUITE 500 · CINCINNATI, OH 19860 | Advisory (Participants) | $42 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,508 | $102,385-17.5% | $147,080-42.5% | $80,935+4.4% |
| Participation rate | 78.7% | 75.9%+2.9pp | 82.2%-3.5pp | 67.7%+11.1pp |
| Annual return | 19.00% | 135.09%-116.1pp | 420.17%-401.2pp | 35.66%-16.7pp |
| Employer contribution / active EE | $1,890 | $3,717-49.2% | $4,933-61.7% | $2,757-31.5% |
| Participant deferral / active EE | $7,267 | $6,651+9.3% | $8,066-9.9% | $4,299+69.0% |
| Admin fee / account holder | $373 | $7,951-95.3% | $12,989-97.1% | $6,924-94.6% |