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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,985 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $41,500 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,876 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,536 | $67,512-88.8% | $185,837-95.9% | $93,010-91.9% |
| Participation rate | 50.3% | 67.1%-16.8pp | 81.7%-31.4pp | 73.9%-23.6pp |
| Annual return | 13.49% | 21.04%-7.5pp | 122.08%-108.6pp | 158.70%-145.2pp |
| Employer contribution / active EE | $1,653 | $1,783-7.3% | $5,168-68.0% | $2,705-38.9% |
| Participant deferral / active EE | $271 | $3,035-91.1% | $5,568-95.1% | $4,561-94.0% |
| Admin fee / account holder | $116 | $318-63.6% | $16,241-99.3% | $152-23.7% |