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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUNITY COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $45,454 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ INSURANCE SERVICES Service code 13 · EIN 52-0807416 | Contract Administrator | $6,908 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC. Service code 55 · EIN 52-1396995 | Other Commissions | $0 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,626 | $66,302+9.5% | $110,243-34.1% | $56,289+29.0% |
| Participation rate | 38.1% | 74.9%-36.8pp | 79.8%-41.7pp | 69.9%-31.8pp |
| Annual return | -3.76% | -1.18%-2.6pp | 314.76%-318.5pp | -9.96%+6.2pp |
| Employer contribution / active EE | $1,045 | $2,047-49.0% | $3,827-72.7% | $2,111-50.5% |
| Participant deferral / active EE | $2,332 | $3,381-31.0% | $4,672-50.1% | $3,350-30.4% |
| Admin fee / account holder | $527 | $698-24.6% | $8,548-93.8% | $521+1.1% |