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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $6,181 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,762 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $798 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,560 | $31,388+92.9% | $73,550-17.7% | $62,293-2.8% |
| Participation rate | 16.0% | 39.9%-23.8pp | 54.9%-38.9pp | 69.5%-53.5pp |
| Annual return | 10.34% | 25.34%-15.0pp | -15.16%+25.5pp | 28.90%-18.6pp |
| Employer contribution / active EE | $126 | $498-74.7% | $1,219-89.7% | $2,042-93.8% |
| Participant deferral / active EE | $503 | $1,028-51.1% | $1,804-72.1% | $3,169-84.1% |
| Admin fee / account holder | $287 | $299-4.1% | $2,320-87.6% | $479-40.1% |