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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) | $48,581 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $44,945 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,406 |
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 | $85,633 | $44,746+91.4% | $88,179-2.9% | $64,097+33.6% |
| Participation rate | 78.6% | 39.8%+38.8pp | 69.1%+9.5pp | 55.2%+23.4pp |
| Annual return | 25.86% | 24.70%+1.2pp | 64.97%-39.1pp | 34.64%-8.8pp |
| Employer contribution / active EE | $4,592 | $1,078+326.1% | $2,549+80.1% | $1,891+142.8% |
| Participant deferral / active EE | $9,933 | $2,072+379.4% | $4,614+115.3% | $3,080+222.5% |
| Admin fee / account holder | $535 | $3,437-84.4% | $7,673-93.0% | $3,454-84.5% |