Filed July 26, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $118,551 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $25,193 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $13,560 |
Filed as: ADVISED ASSET GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,469 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,322 | $104,165-94.9% | $96,192-94.5% | $106,520-95.0% |
| Participation rate | 25.9% | 31.3%-5.4pp | 68.4%-42.5pp | 71.3%-45.4pp |
| Annual return | 20.76% | 25.28%-4.5pp | 192.09%-171.3pp | 19.28%+1.5pp |
| Employer contribution / active EE | $36 | $599-94.0% | $2,799-98.7% | $2,840-98.7% |
| Participant deferral / active EE | $250 | $1,572-84.1% | $4,351-94.3% | $4,948-95.0% |
| Admin fee / account holder | $59 | $98-39.8% | $5,539-98.9% | $75-20.8% |