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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $24,192 |
Filed as: GREAT-WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $23,266 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ BENEFITS & INS Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $11,999 |
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 | $58,629 | $89,652-34.6% | $141,191-58.5% | $65,185-10.1% |
| Participation rate | 98.5% | 74.7%+23.8pp | 82.5%+16.0pp | 70.2%+28.3pp |
| Annual return | 21.96% | 32.79%-10.8pp | 71.41%-49.4pp | 29.38%-7.4pp |
| Employer contribution / active EE | $1,799 | $3,065-41.3% | $4,736-62.0% | $2,177-17.4% |
| Participant deferral / active EE | $3,981 | $5,691-30.1% | $6,710-40.7% | $3,514+13.3% |
| Admin fee / account holder | $260 | $569-54.3% | $10,264-97.5% | $847-69.3% |