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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 15 · EIN 71-0294708 | Recordkeeping | $56,530 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968784 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,676 | $46,332-10.1% | $143,797-71.0% | $64,824-35.7% |
| Participation rate | 38.3% | 64.2%-25.9pp | 80.3%-42.0pp | 71.5%-33.2pp |
| Annual return | -15.09% | -10.05%-5.0pp | -0.04%-15.0pp | 32.84%-47.9pp |
| Employer contribution / active EE | $747 | $1,911-60.9% | $4,952-84.9% | $2,507-70.2% |
| Participant deferral / active EE | $2,272 | $2,647-14.2% | $5,638-59.7% | $4,311-47.3% |
| Admin fee / account holder | $267 | $154+73.3% | $14,679-98.2% | $188+42.0% |