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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,823 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $12,944 |
RSM US LLP1 year Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $12,600 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,703 |
Filed as: CBIZ BENEFITS & INS SERVICES INC. Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $4,164 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,431 | $84,493-58.1% | $125,381-71.7% | $66,938-47.1% |
| Participation rate | 62.0% | 76.4%-14.4pp | 82.4%-20.4pp | 69.8%-7.8pp |
| Annual return | -17.66% | -8.49%-9.2pp | 572.31%-590.0pp | 1.58%-19.2pp |
| Employer contribution / active EE | $953 | $3,554-73.2% | $4,815-80.2% | $2,545-62.6% |
| Participant deferral / active EE | $4,907 | $6,783-27.7% | $7,448-34.1% | $4,238+15.8% |
| Admin fee / account holder | $438 | $685-36.1% | $10,007-95.6% | $594-26.2% |