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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $58,310 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $49,263 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $44,213 |
Filed as: GREAT WEST LIFE & ANNUAITY INSURANC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $13,915 |
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 | $45,232 | $66,650-32.1% | $92,915-51.3% | $67,582-33.1% |
| Participation rate | 82.8% | 72.5%+10.3pp | 76.0%+6.8pp | 71.3%+11.5pp |
| Annual return | 17.71% | 92.64%-74.9pp | 109.45%-91.7pp | 378.57%-360.9pp |
| Employer contribution / active EE | $3,738 | $2,777+34.6% | $3,653+2.3% | $2,148+74.0% |
| Participant deferral / active EE | $1,856 | $3,160-41.3% | $4,238-56.2% | $3,539-47.6% |
| Admin fee / account holder | $245 | $199+23.3% | $5,796-95.8% | $142+72.4% |