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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $26,015 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $2,025 |
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 | $57,505 | $71,192-19.2% | $117,861-51.2% | $62,293-7.7% |
| Participation rate | 92.4% | 74.2%+18.1pp | 79.7%+12.7pp | 69.5%+22.8pp |
| Annual return | 20.13% | 18.66%+1.5pp | 335.11%-315.0pp | 28.90%-8.8pp |
| Employer contribution / active EE | $817 | $1,934-57.8% | $3,786-78.4% | $2,042-60.0% |
| Participant deferral / active EE | $4,090 | $3,189+28.3% | $4,482-8.8% | $3,169+29.0% |
| Admin fee / account holder | $185 | $587-68.6% | $8,021-97.7% | $479-61.5% |