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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 15 · EIN 71-0294708 | Recordkeeping | $68,677 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968784 | Advisory (Participants) | $32,809 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 · EIN 31-1582098 | Other Services | $5,738 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,838 | $38,165+56.8% | $189,758-68.5% | $69,255-13.6% |
| Participation rate | 38.2% | 66.7%-28.5pp | 79.8%-41.6pp | 69.0%-30.9pp |
| Annual return | 17.71% | 14.65%+3.1pp | 52.62%-34.9pp | 26.73%-9.0pp |
| Employer contribution / active EE | $785 | $1,589-50.6% | $4,767-83.5% | $2,645-70.3% |
| Participant deferral / active EE | $2,518 | $2,073+21.5% | $5,856-57.0% | $2,890-12.9% |
| Admin fee / account holder | $313 | $714-56.2% | $20,388-98.5% | $733-57.3% |