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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 49 4615 SOUTHWEST FWY FL3 · HOUSTON, TX 77027 | Other Services | $0 |
Filed as: CBIZ INVESTMENT & ADVISORY SVCS Service code 99 · EIN 81-3968784 | Other Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,344 | $65,428-85.7% | $169,390-94.5% | $71,511-86.9% |
| Participation rate | 71.0% | 66.9%+4.1pp | 77.2%-6.2pp | 67.9%+3.0pp |
| Annual return | 15.88% | 21.35%-5.5pp | 406.07%-390.2pp | 28.86%-13.0pp |
| Employer contribution / active EE | $0 | $2,064-100.0% | $4,013-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,073 | $4,360-52.5% | $6,222-66.7% | $4,291-51.7% |
| Admin fee / account holder | $55 | $1,328-95.9% | $9,015-99.4% | $1,588-96.5% |