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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ BENEFITS & INS SERVICES INC. Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $10,337 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC. Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $8,439 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,611 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,510 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,979 | $66,650-59.5% | $92,915-71.0% | $67,582-60.1% |
| Participation rate | 82.2% | 72.5%+9.7pp | 76.0%+6.2pp | 71.3%+10.9pp |
| Annual return | 21.56% | 92.64%-71.1pp | 109.45%-87.9pp | 378.57%-357.0pp |
| Employer contribution / active EE | $794 | $2,777-71.4% | $3,653-78.3% | $2,148-63.0% |
| Participant deferral / active EE | $2,294 | $3,160-27.4% | $4,238-45.9% | $3,539-35.2% |
| Admin fee / account holder | $82 | $199-59.0% | $5,796-98.6% | $142-42.7% |