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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 | $46,464+28.8% | $150,298-60.2% | $79,634-24.9% |
| Participation rate | 38.2% | 57.0%-18.8pp | 77.8%-39.6pp | 62.5%-24.3pp |
| Annual return | 17.71% | 27.89%-10.2pp | 62.79%-45.1pp | 36.46%-18.7pp |
| Employer contribution / active EE | $785 | $1,512-48.0% | $4,154-81.1% | $2,529-68.9% |
| Participant deferral / active EE | $2,518 | $2,157+16.8% | $5,453-53.8% | $3,835-34.3% |
| Admin fee / account holder | $313 | $891-64.9% | $14,116-97.8% | $1,002-68.8% |