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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD · CLEVELAND, OH 44131 | Advisory (Plan) | $37,384 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $27,317 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,798 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,840 | $45,126+63.6% | $85,187-13.3% | $74,459-0.8% |
| Participation rate | 72.1% | 49.4%+22.8pp | 67.5%+4.6pp | 67.2%+4.9pp |
| Annual return | 27.12% | 26.30%+0.8pp | 66.67%-39.5pp | 1369.70%-1342.6pp |
| Employer contribution / active EE | $3,687 | $1,460+152.5% | $2,732+34.9% | $2,626+40.4% |
| Participant deferral / active EE | $8,397 | $2,738+206.6% | $4,525+85.6% | $4,350+93.1% |
| Admin fee / account holder | $418 | $2,212-81.1% | $6,162-93.2% | $1,945-78.5% |