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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 | Other Services | $46,038 |
Filed as: CBIZ BENEFITS & INS SERVICES Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $0 |
Filed as: VOYA RETIRE INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,517 | $101,591+61.0% | $147,096+11.2% | $74,429+119.7% |
| Participation rate | 98.2% | 75.5%+22.7pp | 82.2%+16.1pp | 67.2%+31.0pp |
| Annual return | 15.42% | 8746.45%-8731.0pp | 419.75%-404.3pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $11,979 | $3,813+214.2% | $4,936+142.7% | $2,625+356.4% |
| Participant deferral / active EE | $15,321 | $7,302+109.8% | $8,071+89.8% | $4,348+252.3% |
| Admin fee / account holder | $191 | $1,750-89.1% | $13,005-98.5% | $1,944-90.2% |