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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $67,590 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $48,940 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 PO BOX 645547 · CINCINNATI, OH 452645547 | Advisory (Plan) | $40,512 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $23,732 |
FUTURO SOLIDO USA, LLC6+ years Service code 99 668 COOK ST. · DENVER, CO 80249 | Other Fees | $230 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,754 | $91,517-38.0% | $101,275-44.0% | $73,412-22.7% |
| Participation rate | 64.8% | 73.8%-8.9pp | 75.8%-11.0pp | 72.2%-7.3pp |
| Annual return | 12.19% | 17.17%-5.0pp | 46.48%-34.3pp | 59.30%-47.1pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,787 | $3,338-46.5% | $4,371-59.1% | $3,806-53.0% |
| Admin fee / account holder | $367 | $216+70.1% | $5,948-93.8% | $158+132.6% |