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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 | $45,312+89.0% | $86,233-0.7% | $67,986+26.0% |
| Participation rate | 78.6% | 42.4%+36.2pp | 69.0%+9.6pp | 57.2%+21.4pp |
| Annual return | 25.86% | 24.79%+1.1pp | 61.39%-35.5pp | 31.67%-5.8pp |
| Employer contribution / active EE | $4,592 | $1,160+296.0% | $2,504+83.4% | $2,019+127.5% |
| Participant deferral / active EE | $9,933 | $2,185+354.7% | $4,559+117.9% | $3,358+195.8% |
| Admin fee / account holder | $535 | $3,295-83.8% | $8,342-93.6% | $3,203-83.3% |