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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,009 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC. Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $14,111 |
Filed as: CBIZ BENEFITS & INS SERVICES INC. Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $4,596 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,796 | $98,776-56.7% | $149,745-71.4% | $79,856-46.4% |
| Participation rate | 60.5% | 75.8%-15.3pp | 82.5%-22.0pp | 69.6%-9.1pp |
| Annual return | 12.96% | 27.38%-14.4pp | 276.72%-263.8pp | 31.71%-18.8pp |
| Employer contribution / active EE | $327 | $3,217-89.8% | $4,646-93.0% | $2,471-86.8% |
| Participant deferral / active EE | $5,233 | $5,681-7.9% | $6,843-23.5% | $3,741+39.9% |
| Admin fee / account holder | $393 | $6,053-93.5% | $9,312-95.8% | $5,306-92.6% |