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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 55 PO BOX 643792 · CINCINNATI, OH 45226 | Other Commissions | $6,204 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,373 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,468 | $26,805+95.7% | $59,496-11.8% | $52,331+0.3% |
| Participation rate | 14.5% | 39.3%-24.8pp | 54.6%-40.0pp | 68.1%-53.6pp |
| Annual return | 0.49% | 2.61%-2.1pp | 182.05%-181.6pp | 4.54%-4.1pp |
| Employer contribution / active EE | $112 | $450-75.1% | $1,153-90.3% | $1,882-94.1% |
| Participant deferral / active EE | $464 | $916-49.3% | $1,829-74.6% | $3,022-84.6% |
| Admin fee / account holder | $58 | $305-81.0% | $2,232-97.4% | $592-90.2% |