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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 | $36,002+66.2% | $161,489-62.9% | $64,728-7.6% |
| Participation rate | 38.2% | 57.4%-19.3pp | 78.7%-40.5pp | 57.9%-19.7pp |
| Annual return | 17.71% | 33.93%-16.2pp | 89.72%-72.0pp | 49.38%-31.7pp |
| Employer contribution / active EE | $785 | $1,380-43.1% | $4,268-81.6% | $2,243-65.0% |
| Participant deferral / active EE | $2,518 | $1,815+38.8% | $5,630-55.3% | $2,729-7.7% |
| Admin fee / account holder | $313 | $931-66.4% | $16,006-98.0% | $1,145-72.7% |