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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 6050 OAK TREE BLVD S, SUITE 500 · INDEPENDENCE, OH 44131 | Advisory (Plan) | $44,771 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,213 |
Filed as: CBIZ BENEFITS & INSURANCE Service code 13 4600 S ULSTER ST, SUITE 900 · DENVER, CO 80237 | Contract Administrator | $10,000 |
Filed as: EMPOWER RETIREMENT Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,314 |
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 | $53,598 | $71,192-24.7% | $117,861-54.5% | $62,293-14.0% |
| Participation rate | 98.1% | 74.2%+23.9pp | 79.7%+18.4pp | 69.5%+28.6pp |
| Annual return | 15.24% | 18.66%-3.4pp | 335.11%-319.9pp | 28.90%-13.7pp |
| Employer contribution / active EE | $1,351 | $1,934-30.2% | $3,786-64.3% | $2,042-33.9% |
| Participant deferral / active EE | $3,999 | $3,189+25.4% | $4,482-10.8% | $3,169+26.2% |
| Admin fee / account holder | $338 | $587-42.5% | $8,021-95.8% | $479-29.5% |