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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 | $15,609 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC. Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $12,677 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,347 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,532 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,622 | $77,677-52.9% | $109,173-66.5% | $79,391-53.9% |
| Participation rate | 91.1% | 67.8%+23.3pp | 75.9%+15.2pp | 70.7%+20.4pp |
| Annual return | 13.21% | 23.44%-10.2pp | 25.75%-12.5pp | 116.88%-103.7pp |
| Employer contribution / active EE | $1,760 | $2,798-37.1% | $3,723-52.7% | $2,428-27.5% |
| Participant deferral / active EE | $4,101 | $3,517+16.6% | $4,654-11.9% | $4,046+1.4% |
| Admin fee / account holder | $102 | $732-86.1% | $6,755-98.5% | $627-83.8% |