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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 | $28,333 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 P. O. BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $15,526 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $384 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,584 | $99,957-79.4% | $149,745-86.3% | $73,497-72.0% |
| Participation rate | 47.4% | 75.7%-28.3pp | 82.5%-35.1pp | 70.7%-23.3pp |
| Annual return | 19.05% | 53.87%-34.8pp | 276.72%-257.7pp | 28.51%-9.5pp |
| Employer contribution / active EE | $1,184 | $3,191-62.9% | $4,646-74.5% | $2,270-47.8% |
| Participant deferral / active EE | $1,984 | $6,073-67.3% | $6,843-71.0% | $3,740-47.0% |
| Admin fee / account holder | $370 | $551-32.8% | $9,312-96.0% | $513-27.8% |