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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,363 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 PO BOX 645547 · CINCINNATI, OH 452645547 | Advisory (Plan) | $31,680 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,842 |
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 | $36,748 | $61,473-40.2% | $81,726-55.0% | $73,412-49.9% |
| Participation rate | 84.4% | 72.4%+12.0pp | 72.0%+12.4pp | 72.2%+12.2pp |
| Annual return | 15.71% | 28.26%-12.5pp | 29.49%-13.8pp | 59.30%-43.6pp |
| Employer contribution / active EE | $1,771 | $1,898-6.7% | $4,311-58.9% | $2,234-20.7% |
| Participant deferral / active EE | $2,377 | $3,080-22.8% | $7,108-66.6% | $3,806-37.6% |
| Admin fee / account holder | $145 | $125+15.4% | $5,160-97.2% | $158-8.3% |