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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,683 |
Filed as: CBIZ BENEFITS & INSURANCE SERV INC Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $6,790 |
Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $5,965 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $285 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $35,517 | $58,726-39.5% | $92,240-61.5% | $62,293-43.0% |
| Participation rate | 74.9% | 68.3%+6.5pp | 76.5%-1.6pp | 69.5%+5.3pp |
| Annual return | 29.17% | 43.62%-14.4pp | 176.29%-147.1pp | 28.90%+0.3pp |
| Employer contribution / active EE | $1,564 | $2,392-34.6% | $3,680-57.5% | $2,042-23.4% |
| Participant deferral / active EE | $2,709 | $2,766-2.1% | $3,897-30.5% | $3,169-14.5% |
| Admin fee / account holder | $70 | $556-87.5% | $5,194-98.7% | $479-85.4% |