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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 | $106,524-17.3% | $152,301-42.2% | $87,485+0.7% |
| Participation rate | 80.9% | 75.8%+5.1pp | 82.4%-1.6pp | 68.9%+11.9pp |
| Annual return | 3.44% | 26.89%-23.5pp | 80.50%-77.1pp | 26.06%-22.6pp |
| Employer contribution / active EE | $1,982 | $3,371-41.2% | $4,624-57.1% | $2,596-23.7% |
| Participant deferral / active EE | $7,554 | $6,525+15.8% | $8,004-5.6% | $4,274+76.7% |
| Admin fee / account holder | $473 | $8,287-94.3% | $14,398-96.7% | $7,775-93.9% |