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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,266 |
PARK AVENUE SECURITIES LLC6 years Service code 55 · EIN 13-4023176 | Other Commissions | $19,245 |
Filed as: CBIZ OPERATIONS INC DBA CBIZ MHM LL Service code 10 1065 AVENUE OF AMERICAS · NEW YORK, NY 10018 | Accounting | $2,040 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,875 | $83,884-25.0% | $64,097-1.9% | $74,473-15.6% |
| Participation rate | 75.2% | 76.6%-1.4pp | 72.3%+2.9pp | 70.7%+4.4pp |
| Annual return | 8.10% | 16.57%-8.5pp | 33.75%-25.6pp | 34.36%-26.3pp |
| Employer contribution / active EE | $1,547 | $3,084-49.8% | $2,750-43.8% | $2,638-41.4% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,881-100.0% | $4,530-100.0% |
| Admin fee / account holder | $246 | $196+25.6% | $3,070-92.0% | $347-29.1% |