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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 | $46,862 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $20,090 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ BENEFITS & INS Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $12,245 |
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 | $51,227 | $73,102-29.9% | $123,552-58.5% | $56,287-9.0% |
| Participation rate | 95.5% | 74.3%+21.2pp | 82.3%+13.2pp | 69.9%+25.7pp |
| Annual return | -5.22% | 3.01%-8.2pp | 119.20%-124.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,729 | $2,977-41.9% | $4,628-62.6% | $2,111-18.1% |
| Participant deferral / active EE | $3,809 | $5,423-29.8% | $6,426-40.7% | $3,350+13.7% |
| Admin fee / account holder | $286 | $554-48.3% | $9,285-96.9% | $521-45.0% |