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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 6050 OAK TREE BLVD S, SUITE 500 · INDEPENDENCE, OH 44131 | Advisory (Plan) | $49,819 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,099 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ ACTUARIAL & BENEFIT CONSULTANT Service code 13 8181 E TUFTS AVE, SUITE 600 · DENVER, CO 80237 | Contract Administrator | $10,645 |
PEASE & ASSOCIATES, LLC1+ years Filed as: PEASE & ASSOCIATES, INC. Service code 10 1422 EUCLID AVE. #400 · CLEVELAND, OH 44115 | Accounting | $9,000 |
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 | $80,752 | $57,108+41.4% | $94,229-14.3% | $52,331+54.3% |
| Participation rate | 55.5% | 72.9%-17.4pp | 78.8%-23.3pp | 68.1%-12.6pp |
| Annual return | -0.42% | 1.47%-1.9pp | 10.68%-11.1pp | 4.54%-5.0pp |
| Employer contribution / active EE | $28 | $1,735-98.4% | $3,587-99.2% | $1,882-98.5% |
| Participant deferral / active EE | $2,943 | $3,040-3.2% | $4,320-31.9% | $3,022-2.6% |
| Admin fee / account holder | $579 | $546+5.9% | $6,269-90.8% | $592-2.2% |