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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $58,877 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $49,340 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $38,813 |
Filed as: GREAT WEST LIFE & ANNUAITY INSURANC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $38,397 |
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 | $37,846 | $56,443-32.9% | $83,831-54.9% | $55,725-32.1% |
| Participation rate | 88.8% | 72.0%+16.8pp | 76.1%+12.7pp | 70.9%+18.0pp |
| Annual return | -4.69% | 393.67%-398.4pp | 850.99%-855.7pp | 244.93%-249.6pp |
| Employer contribution / active EE | $6,038 | $2,682+125.2% | $3,631+66.3% | $2,078+190.6% |
| Participant deferral / active EE | $1,570 | $2,965-47.1% | $4,082-61.5% | $3,356-53.2% |
| Admin fee / account holder | $243 | $156+55.5% | $5,479-95.6% | $115+110.9% |