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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 | $32,875 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,051 | $65,125+84.3% | $143,797-16.5% | $66,949+79.3% |
| Participation rate | 88.4% | 65.2%+23.2pp | 80.3%+8.1pp | 69.8%+18.6pp |
| Annual return | -16.10% | -11.13%-5.0pp | -0.04%-16.1pp | 1.57%-17.7pp |
| Employer contribution / active EE | $6,542 | $2,362+176.9% | $4,952+32.1% | $2,545+157.0% |
| Participant deferral / active EE | $5,594 | $2,920+91.5% | $5,638-0.8% | $4,239+32.0% |
| Admin fee / account holder | $8 | $503-98.5% | $14,679-99.9% | $594-98.7% |