Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 15 · EIN 71-0294708 | Recordkeeping | $51,571 |
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 | $46,243 | $47,180-2.0% | $149,723-69.1% | $74,473-37.9% |
| Participation rate | 36.9% | 63.4%-26.5pp | 78.8%-41.9pp | 70.7%-33.8pp |
| Annual return | 14.97% | 22.75%-7.8pp | 134.50%-119.5pp | 34.36%-19.4pp |
| Employer contribution / active EE | $774 | $1,907-59.4% | $4,821-83.9% | $2,638-70.6% |
| Participant deferral / active EE | $2,334 | $2,730-14.5% | $5,682-58.9% | $4,530-48.5% |
| Admin fee / account holder | $235 | $343-31.6% | $13,215-98.2% | $347-32.4% |