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 | $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 | $36,904+62.1% | $158,223-62.2% | $65,191-8.2% |
| Participation rate | 38.2% | 62.1%-23.9pp | 79.2%-41.0pp | 63.0%-24.8pp |
| Annual return | 17.71% | 24.43%-6.7pp | 52.09%-34.4pp | 51.24%-33.5pp |
| Employer contribution / active EE | $785 | $1,489-47.3% | $4,109-80.9% | $2,400-67.3% |
| Participant deferral / active EE | $2,518 | $1,936+30.1% | $5,467-53.9% | $2,671-5.7% |
| Admin fee / account holder | $313 | $793-60.6% | $16,047-98.1% | $907-65.5% |