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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $51,150 |
Filed as: GREAT WEST LIFE & ANNUAITY INSURANC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $47,312 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $34,088 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,792 |
YOUNT, HYDE & BARBOUR, P.C.2+ years Filed as: YOUNT, HYDE & BARBOUR, PC Service code 10 50 SOUTH CAMERON STREET · WINCHESTER, VA 226041760 | Accounting | $14,600 |
FUTURO SOLIDO USA, LLC2+ years Service code 99 668 COOK STREET · DENVER, CO 80249 | Other Fees | $130 |
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 | $48,122 | $57,921-16.9% | $84,753-43.2% | $57,658-16.5% |
| Participation rate | 72.5% | 72.9%-0.4pp | 76.6%-4.1pp | 70.2%+2.3pp |
| Annual return | 6.46% | 10.24%-3.8pp | 22.78%-16.3pp | 5.13%+1.3pp |
| Employer contribution / active EE | $2,169 | $2,598-16.5% | $3,574-39.3% | $1,974+9.9% |
| Participant deferral / active EE | $1,675 | $2,742-38.9% | $3,712-54.9% | $3,061-45.3% |
| Admin fee / account holder | $343 | $130+164.5% | $5,333-93.6% | $95+262.9% |