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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 · EIN 81-3968784 | Other Fees | $31,835 |
Filed as: CBIZ BENEFITS AND INS SERVICES Service code 49 | Other Services | $8,907 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,893 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 · EIN 81-3968784 | 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 | $87,717 | $79,184+10.8% | $102,438-14.4% | $74,546+17.7% |
| Participation rate | 97.6% | 74.8%+22.8pp | 76.5%+21.1pp | 67.2%+30.4pp |
| Annual return | 9.79% | 54.95%-45.2pp | 29.37%-19.6pp | 1366.03%-1356.2pp |
| Employer contribution / active EE | $2,437 | $2,362+3.2% | $3,024-19.4% | $2,624-7.1% |
| Participant deferral / active EE | $5,198 | $4,414+17.8% | $5,054+2.9% | $4,347+19.6% |
| Admin fee / account holder | $347 | $2,001-82.7% | $9,448-96.3% | $1,944-82.2% |