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| Provider | Service type | Compensation |
|---|---|---|
Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $26,791 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC. Service code 27 PO BOX 643792 · CINCINATTI, OH 45226 | Advisory (Plan) | $17,530 |
Filed as: MHM RETIREMENT PLAN SOLUTIONS LLC Service code 13 · EIN 20-1876798 | Contract Administrator | $11,735 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,260 | $64,359-23.5% | $90,161-45.4% | $70,126-29.8% |
| Participation rate | 84.7% | 70.4%+14.3pp | 76.9%+7.8pp | 69.5%+15.2pp |
| Annual return | 17.12% | 28.13%-11.0pp | 34.89%-17.8pp | 73.15%-56.0pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,844 | $4,389+33.1% | $5,287+10.5% | $3,332+75.4% |
| Admin fee / account holder | $333 | $3,945-91.6% | $5,943-94.4% | $4,645-92.8% |