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 | $59,228 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968784 | Advisory (Participants) | $29,373 |
CBIZ RETIREMENT PLAN SERVICES9+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 · EIN 31-1582098 | Other Services | $5,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,766 | $50,902+1.7% | $155,534-66.7% | $77,736-33.4% |
| Participation rate | 36.2% | 63.1%-26.9pp | 78.2%-42.0pp | 70.6%-34.4pp |
| Annual return | 14.53% | 34.85%-20.3pp | 64.92%-50.4pp | 31.26%-16.7pp |
| Employer contribution / active EE | $794 | $1,991-60.1% | $4,675-83.0% | $2,728-70.9% |
| Participant deferral / active EE | $2,728 | $2,824-3.4% | $5,630-51.5% | $4,651-41.3% |
| Admin fee / account holder | $273 | $437-37.5% | $15,900-98.3% | $433-37.0% |