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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,404 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 PO BOX 645547 · CINCINNATI, OH 45264 | Advisory (Plan) | $6,980 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 28126 NETWORK PLACE · CHICAGO, IL 60673 | Contract Administrator | $1,525 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,485 | $58,292+32.9% | $86,640-10.6% | $71,511+8.4% |
| Participation rate | 40.4% | 65.0%-24.7pp | 71.7%-31.3pp | 67.9%-27.6pp |
| Annual return | 16.24% | 21.63%-5.4pp | 592.52%-576.3pp | 28.86%-12.6pp |
| Employer contribution / active EE | $542 | $2,574-78.9% | $3,024-82.1% | $2,589-79.1% |
| Participant deferral / active EE | $2,045 | $3,438-40.5% | $4,438-53.9% | $4,291-52.3% |
| Admin fee / account holder | $363 | $1,057-65.7% | $5,616-93.5% | $1,588-77.2% |