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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $49,873 |
Filed as: GREAT WEST LIFE & ANNUAITY INSURANC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $48,933 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $42,863 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $36,641 |
YOUNT, HYDE & BARBOUR, P.C.1+ years Filed as: YOUNT, HYDE & BARBOUR, PC Service code 10 50 SOUTH CAMERON STREET · WINCHESTER, VA 226041760 | Accounting | $19,573 |
FUTURO SOLIDO USA, LLC1+ years Service code 99 668 COOK STREET · DENVER, CO 80249 | Other Fees | $3,032 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,910 | $50,498-5.1% | $75,784-36.8% | $55,191-13.2% |
| Participation rate | 75.8% | 69.4%+6.3pp | 75.8%-0.1pp | 69.2%+6.6pp |
| Annual return | -0.83% | 1.80%-2.6pp | 9.68%-10.5pp | 10.78%-11.6pp |
| Employer contribution / active EE | $4,019 | $2,291+75.4% | $3,323+20.9% | $1,899+111.7% |
| Participant deferral / active EE | $1,288 | $2,589-50.3% | $3,652-64.7% | $3,046-57.7% |
| Admin fee / account holder | $351 | $123+185.3% | $5,300-93.4% | $91+286.7% |