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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 | $16,320 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC. Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $9,952 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,445 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,885 |
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 | $31,366 | $69,383-54.8% | $101,275-69.0% | $73,497-57.3% |
| Participation rate | 87.0% | 68.4%+18.6pp | 75.8%+11.2pp | 70.7%+16.3pp |
| Annual return | 13.69% | 18.46%-4.8pp | 46.48%-32.8pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,872 | $2,628-28.8% | $3,660-48.9% | $2,270-17.5% |
| Participant deferral / active EE | $3,129 | $3,301-5.2% | $4,371-28.4% | $3,740-16.3% |
| Admin fee / account holder | $89 | $704-87.3% | $5,948-98.5% | $513-82.6% |