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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,225 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S STE 500 · CINCINNATI, OH 44131 | Advisory (Plan) | $40,172 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,057 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,506 | $66,528-37.6% | $86,625-52.1% | $86,821-52.2% |
| Participation rate | 82.6% | 72.4%+10.3pp | 71.6%+11.0pp | 72.3%+10.3pp |
| Annual return | 10.86% | 19.56%-8.7pp | 63.52%-52.7pp | 97.94%-87.1pp |
| Employer contribution / active EE | $1,734 | $2,007-13.6% | $2,496-30.5% | $2,406-27.9% |
| Participant deferral / active EE | $2,568 | $3,240-20.7% | $3,700-30.6% | $4,132-37.8% |
| Admin fee / account holder | $188 | $148+27.2% | $5,830-96.8% | $170+11.1% |