Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $37,022 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $19,287 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ BENEFITS & INS Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $9,414 |
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 | $46,444 | $75,183-38.2% | $123,894-62.5% | $55,167-15.8% |
| Participation rate | 95.9% | 72.8%+23.1pp | 81.4%+14.5pp | 69.0%+26.9pp |
| Annual return | 8.75% | 19.01%-10.3pp | 47.52%-38.8pp | 169.23%-160.5pp |
| Employer contribution / active EE | $1,659 | $2,823-41.3% | $4,617-64.1% | $1,963-15.5% |
| Participant deferral / active EE | $3,512 | $5,084-30.9% | $5,984-41.3% | $3,054+15.0% |
| Admin fee / account holder | $261 | $663-60.6% | $8,357-96.9% | $504-48.2% |