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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,922 |
M HOLDINGS SECURITIES INC5+ years Service code 27 PO BOX 2207 · PORTLAND, OR 97208 | Advisory (Plan) | $13,901 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $750 |
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 | $66,896 | $49,138+36.1% | $84,021-20.4% | $65,185+2.6% |
| Participation rate | 37.1% | 60.7%-23.6pp | 69.0%-31.9pp | 70.2%-33.1pp |
| Annual return | 21.44% | 23.00%-1.6pp | 71.32%-49.9pp | 29.38%-7.9pp |
| Employer contribution / active EE | $93 | $914-89.9% | $1,984-95.3% | $2,177-95.7% |
| Participant deferral / active EE | $2,225 | $2,397-7.2% | $3,239-31.3% | $3,514-36.7% |
| Admin fee / account holder | $478 | $543-12.0% | $6,102-92.2% | $847-43.6% |