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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $2,258 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,546 | $79,181-67.7% | $102,423-75.1% | $74,429-65.7% |
| Participation rate | 97.7% | 74.8%+22.9pp | 76.5%+21.2pp | 67.2%+30.4pp |
| Annual return | 12.64% | 54.97%-42.3pp | 29.42%-16.8pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $3,111 | $2,362+31.7% | $3,023+2.9% | $2,625+18.5% |
| Participant deferral / active EE | $4,382 | $4,416-0.8% | $5,054-13.3% | $4,348+0.8% |
| Admin fee / account holder | $341 | $2,002-83.0% | $9,455-96.4% | $1,944-82.5% |