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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $892 |
CBIZ RETIREMENT PLAN SERVICES7+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 15 · EIN 31-1582098 | Recordkeeping | $625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $107,109 | $59,584+79.8% | $86,868+23.3% | $79,393+34.9% |
| Participation rate | 66.7% | 67.7%-1.0pp | 71.6%-5.0pp | 70.7%-4.0pp |
| Annual return | 11.76% | 23.15%-11.4pp | 63.53%-51.8pp | 116.87%-105.1pp |
| Employer contribution / active EE | $1,763 | $1,768-0.2% | $2,496-29.3% | $2,428-27.4% |
| Participant deferral / active EE | $2,829 | $3,036-6.8% | $3,699-23.5% | $4,046-30.1% |
| Admin fee / account holder | $14 | $604-97.7% | $5,829-99.8% | $627-97.8% |