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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $93,844 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC Service code 99 · EIN 59-1486941 | Other Fees | $6,216 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,211 | $61,172+142.3% | $185,851-20.3% | $79,389+86.7% |
| Participation rate | 93.9% | 66.6%+27.2pp | 81.7%+12.2pp | 70.7%+23.2pp |
| Annual return | 13.30% | 19.45%-6.1pp | 122.11%-108.8pp | 116.89%-103.6pp |
| Employer contribution / active EE | $6,220 | $2,321+168.0% | $5,168+20.3% | $2,428+156.2% |
| Participant deferral / active EE | $5,549 | $2,788+99.0% | $5,569-0.3% | $4,046+37.2% |
| Admin fee / account holder | $23 | $710-96.8% | $16,245-99.9% | $626-96.4% |