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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 PO BOX 645547 · CINCINNATI, OH 452645547 | Advisory (Plan) | $8,789 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,040 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,218 | $35,986+114.6% | $77,513-0.4% | $73,493+5.1% |
| Participation rate | 15.7% | 40.8%-25.1pp | 54.2%-38.5pp | 70.7%-55.0pp |
| Annual return | 10.30% | 19.26%-9.0pp | 54.81%-44.5pp | 28.51%-18.2pp |
| Employer contribution / active EE | $193 | $557-65.4% | $987-80.5% | $2,270-91.5% |
| Participant deferral / active EE | $800 | $1,198-33.2% | $1,861-57.0% | $3,740-78.6% |
| Admin fee / account holder | $281 | $466-39.7% | $2,859-90.2% | $513-45.3% |