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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,556 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN WEALTH ADV LLC Service code 27 1301 W 22ND ST SUITE 1100 · OAK BROOK, IL 60523 | Advisory (Plan) | $14,571 |
Filed as: CBIZ BENEFITS & INS SERVICES Service code 13 28126 NETWORK PLACE · CHICAGO, IL 60673 | Contract Administrator | $1,500 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,162 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,124 | $58,312-44.9% | $86,656-62.9% | $71,529-55.1% |
| Participation rate | 91.7% | 65.0%+26.7pp | 71.7%+20.0pp | 67.9%+23.8pp |
| Annual return | 16.52% | 24.08%-7.6pp | 593.09%-576.6pp | 28.97%-12.5pp |
| Employer contribution / active EE | $2,350 | $2,576-8.8% | $3,025-22.3% | $2,590-9.3% |
| Participant deferral / active EE | $4,825 | $3,439+40.3% | $4,439+8.7% | $4,291+12.4% |
| Admin fee / account holder | $243 | $1,057-77.0% | $5,619-95.7% | $1,588-84.7% |