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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $55,221 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $45,546 |
Filed as: GREAT WEST LIFE & ANNUAITY INSURANC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $37,525 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $35,900 |
FUTURO SOLIDO USA, LLC3+ years Service code 99 668 COOK STREET · DENVER, CO 80249 | Other Fees | $2,138 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,611 | $60,545-21.4% | $92,240-48.4% | $69,631-31.6% |
| Participation rate | 76.9% | 72.2%+4.8pp | 76.5%+0.4pp | 70.7%+6.2pp |
| Annual return | 11.65% | 19.71%-8.1pp | 176.29%-164.6pp | 27571.02%-27559.4pp |
| Employer contribution / active EE | $3,227 | $2,633+22.5% | $3,680-12.3% | $2,032+58.8% |
| Participant deferral / active EE | $1,670 | $2,828-40.9% | $3,897-57.1% | $3,224-48.2% |
| Admin fee / account holder | $286 | $145+97.7% | $5,194-94.5% | $110+159.1% |