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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $24,735 |
Filed as: GREAT WEST LIFE & ANNUNITY COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $11,150 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ INSURANCE SERVICES Service code 13 · EIN 52-0807416 | Contract Administrator | $11,032 |
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).
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 | $91,442 | $86,341+5.9% | $125,192-27.0% | $65,185+40.3% |
| Participation rate | 31.7% | 75.3%-43.6pp | 79.8%-48.0pp | 70.2%-38.5pp |
| Annual return | 21.19% | 27.44%-6.3pp | 43.79%-22.6pp | 29.38%-8.2pp |
| Employer contribution / active EE | $908 | $2,040-55.5% | $3,866-76.5% | $2,177-58.3% |
| Participant deferral / active EE | $2,058 | $3,538-41.9% | $4,937-58.3% | $3,514-41.4% |
| Admin fee / account holder | $557 | $609-8.7% | $9,704-94.3% | $847-34.3% |