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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,430 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 P.O.BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $19,742 |
Filed as: CBIZ INVESTMENT ADVISORY Service code 27 P.O.BOX 645547 · CINCINNATI, OH 45264 | Advisory (Plan) | $15,000 |
Filed as: SMITH ELLIOTT KERNS & COMPANY, LLC Service code 10 804 WAYNE AVENUE · CHAMBERSBURG, PA 17201 | Accounting | $9,300 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,491 | $111,491-13.5% | $189,537-49.1% | $86,821+11.1% |
| Participation rate | 97.2% | 87.3%+9.9pp | 87.8%+9.4pp | 72.3%+24.9pp |
| Annual return | 11.99% | 83.50%-71.5pp | 555.34%-543.3pp | 97.94%-85.9pp |
| Employer contribution / active EE | $4,102 | $3,951+3.8% | $6,161-33.4% | $2,406+70.5% |
| Participant deferral / active EE | $4,337 | $6,437-32.6% | $8,220-47.2% | $4,132+5.0% |
| Admin fee / account holder | $189 | $189-0.1% | $12,048-98.4% | $170+11.2% |