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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $29,539 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 28126 NETWORK PLACE · CHICAGO, IL 60673 | Contract Administrator | $1,800 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 · EIN 81-3968784 | Advisory (Plan) | $0 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,560 | $60,504+21.6% | $81,882-10.2% | $74,478-1.2% |
| Participation rate | 34.9% | 62.9%-28.0pp | 72.4%-37.5pp | 67.2%-32.3pp |
| Annual return | 12.39% | 16.91%-4.5pp | 779.47%-767.1pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,826 | $3,400-46.3% | $4,323-57.8% | $4,350-58.0% |
| Admin fee / account holder | $254 | $1,492-83.0% | $7,360-96.6% | $1,946-87.0% |