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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 6050 OAK TREE BLVD S, SUITE 500 · INDEPENDENCE, OH 44131 | Advisory (Plan) | $48,298 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,450 |
PEASE & ASSOCIATES, LLC1 year Filed as: PEASE & ASSOCIATES INC. Service code 10 1422 EUCLID AVE #400 · CLEVELAND, OH 44115 | Accounting | $19,000 |
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 | $9,712 |
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 | $54,006 | $66,302-18.5% | $110,243-51.0% | $56,289-4.1% |
| Participation rate | 96.1% | 74.9%+21.2pp | 79.8%+16.3pp | 69.9%+26.2pp |
| Annual return | -6.51% | -1.18%-5.3pp | 314.76%-321.3pp | -9.96%+3.4pp |
| Employer contribution / active EE | $4 | $2,047-99.8% | $3,827-99.9% | $2,111-99.8% |
| Participant deferral / active EE | $4,170 | $3,381+23.3% | $4,672-10.8% | $3,350+24.5% |
| Admin fee / account holder | $424 | $698-39.3% | $8,548-95.0% | $521-18.7% |