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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $35,026 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $18,035 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ BENEFITS & INS Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $4,495 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,927 | $70,002-41.5% | $115,038-64.4% | $52,331-21.8% |
| Participation rate | 96.0% | 72.1%+23.9pp | 81.4%+14.7pp | 68.1%+27.9pp |
| Annual return | -1.58% | 4.04%-5.6pp | 26.14%-27.7pp | 4.54%-6.1pp |
| Employer contribution / active EE | $1,526 | $2,715-43.8% | $4,608-66.9% | $1,882-18.9% |
| Participant deferral / active EE | $3,187 | $4,920-35.2% | $6,026-47.1% | $3,022+5.4% |
| Admin fee / account holder | $207 | $566-63.4% | $8,175-97.5% | $592-65.0% |