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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,589 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 55 PO BOX 643792 · CINCINNATI, OH 45226 | Other Commissions | $27,561 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $943 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,442 | $23,385-21.1% | $69,182-73.3% | $57,658-68.0% |
| Participation rate | 15.8% | 37.9%-22.1pp | 55.1%-39.3pp | 70.2%-54.4pp |
| Annual return | 6.20% | -659.34%+665.5pp | -21.93%+28.1pp | 5.13%+1.1pp |
| Employer contribution / active EE | $0 | $422-100.0% | $1,206-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $379 | $843-55.0% | $1,897-80.0% | $3,061-87.6% |
| Admin fee / account holder | $141 | $82+71.2% | $2,697-94.8% | $95+48.8% |